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Fortress Financial Solutions’s HEICO Corp HEI Stock Holding History

Fortress Financial Solutions’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$493K Buy
1,796
+49
+3% +$15.8K 0.51% 42
2025
Q4 		$565K Buy
1,747
+106
+6% +$33.5K 0.58% 34
2025
Q3 		$530K Buy
1,641
+381
+30% +$121K 0.58% 33
2025
Q2 		$413K Buy
1,260
+14
+1% +$3.87K 0.52% 37
2025
Q1 		$333K Buy
1,246
+141
+13% +$34.3K 0.48% 42
2024
Q4 		$263K Buy
+1,105
New +$286K 0.37% 51

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fortress Financial Solutions's HEI Position: Q1 2026 in Review

Fortress Financial Solutions increased its HEICO Corp (HEI) stake by 2.8% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,796 shares worth $493K. The position accounts for 0.51% of the portfolio, ranked #42.

Fortress Financial Solutions first reported a position in HEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $565K in Q4 2025. 739 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Fortress Financial Solutions held 1,796 shares of HEICO Corp worth $493K as of Q1 2026.
  • Fortress Financial Solutions bought 49 HEICO Corp shares in Q1 2026, an estimated $15.8K.
  • HEICO Corp made up 0.51% of Fortress Financial Solutions's portfolio in Q1 2026, its #42 holding.
  • Fortress Financial Solutions first reported a position in HEICO Corp in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Solutions's HEICO Corp position peaked at $565K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.