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Inscription Capital’s HEICO Corp HEI Stock Holding History

Inscription Capital’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 		$289K Sell
811
-1,214
-60% -$369K 0.03% 557
2026
Q1 		$555K Sell
2,025
-1,387
-41% -$447K 0.06% 330
2025
Q4 		$1.1M Buy
3,412
+1,314
+63% +$415K 0.11% 172
2025
Q3 		$677K Buy
2,098
+1,300
+163% +$414K 0.07% 277
2025
Q2 		$262K Buy
+798
New +$221K 0.04% 392

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Inscription Capital's HEI Position: Q2 2026 in Review

Inscription Capital reduced its HEICO Corp (HEI) stake by 60% in Q2 2026, selling an estimated $369K and leaving 811 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #557.

Inscription Capital first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Inscription Capital held 811 shares of HEICO Corp worth $289K as of Q2 2026.
  • Inscription Capital sold 1,214 HEICO Corp shares in Q2 2026, an estimated $369K.
  • HEICO Corp made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #557 holding.
  • Inscription Capital first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • Inscription Capital's HEICO Corp position peaked at $1.1M in Q4 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.