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Fortune Financial Advisors’s HEICO Corp HEI Stock Holding History

Fortune Financial Advisors’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
Q2 		$637K Buy
+1,789
New +$544K 0.27% 85

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortune Financial Advisors's HEI Position: Q2 2026 in Review

Fortune Financial Advisors opened a new position in HEICO Corp (HEI) in Q2 2026: 1,789 shares worth $637K. The stake represents 0.27% of the portfolio and ranks #85 among its holdings.

265 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Fortune Financial Advisors held 1,789 shares of HEICO Corp worth $637K as of Q2 2026.
  • HEICO Corp was a new Fortune Financial Advisors position in Q2 2026.
  • HEICO Corp made up 0.27% of Fortune Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • 265 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.