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J. Safra Asset Management’s HEICO Corp HEI Stock Holding History

J. Safra Asset Management’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 		$499K Buy
1,401
+82
+6% +$24.9K 0.02% 173
2026
Q1 		$362K Buy
+1,319
New +$425K 0.02% 183

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

J. Safra Asset Management's HEI Position: Q2 2026 in Review

J. Safra Asset Management increased its HEICO Corp (HEI) stake by 6.2% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,401 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #173.

J. Safra Asset Management first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • J. Safra Asset Management held 1,401 shares of HEICO Corp worth $499K as of Q2 2026.
  • J. Safra Asset Management bought 82 HEICO Corp shares in Q2 2026, an estimated $24.9K.
  • HEICO Corp made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #173 holding.
  • J. Safra Asset Management first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.