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Pinnacle Associates’s HEICO Corp HEI Stock Holding History

Pinnacle Associates’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 		$1.08M Hold
3,025
– – 0.01% 519
2026
Q1 		$830K Sell
3,025
-100
-3% -$32.2K 0.01% 553
2025
Q4 		$1.01M Hold
3,125
– – 0.01% 514
2025
Q3 		$1.01M Hold
3,125
– – 0.01% 508
2025
Q2 		$1.03M Sell
3,125
-260
-8% -$71.9K 0.01% 497
2025
Q1 		$904K Sell
3,385
-115
-3% -$28K 0.01% 507
2024
Q4 		$832K Buy
+3,500
New +$907K 0.01% 514

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

Pinnacle Associates's HEI Position: Q2 2026 in Review

Pinnacle Associates held its HEICO Corp (HEI) position steady in Q2 2026 at 3,025 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #519.

Pinnacle Associates first reported a position in HEI in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Pinnacle Associates held 3,025 shares of HEICO Corp worth $1.08M as of Q2 2026.
  • Pinnacle Associates left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #519 holding.
  • Pinnacle Associates first reported a position in HEICO Corp in Q4 2024 and has held it in 7 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.