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J. Safra Sarasin Holding’s HEICO Corp HEI Stock Holding History

J. Safra Sarasin Holding’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 		$639K Sell
2,330
-4,687
-67% -$1.43M 0.01% 494
2026
Q1 		$1.92M Sell
7,017
-656
-9% -$211K 0.03% 211
2025
Q4 		$2.48M Buy
+7,673
New +$2.42M 0.04% 182

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 $3.37T AUM 44.26% 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 Sarasin Holding's HEI Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its HEICO Corp (HEI) stake by 67% in Q2 2026, selling an estimated $1.43M and leaving 2,330 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #494.

J. Safra Sarasin Holding first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.48M in Q4 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • J. Safra Sarasin Holding held 2,330 shares of HEICO Corp worth $639K as of Q2 2026.
  • J. Safra Sarasin Holding sold 4,687 HEICO Corp shares in Q2 2026, an estimated $1.43M.
  • HEICO Corp made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #494 holding.
  • J. Safra Sarasin Holding first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Sarasin Holding's HEICO Corp position peaked at $2.48M in Q4 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.