Pinnacle Associates
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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
Q3 		$891K Sell
2,939
-86
-3% -$29.2K 0.01% 553
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Pinnacle Associates's HEI Position: Q3 2026 in Review

Pinnacle Associates reduced its HEICO Corp (HEI) stake by 2.8% in Q3 2026, selling an estimated $29.2K and leaving 2,939 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #553.

Pinnacle Associates first reported a position in HEI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2026. 425 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Pinnacle Associates held 2,939 shares of HEICO Corp worth $891K as of Q3 2026.
  • Pinnacle Associates sold 86 HEICO Corp shares in Q3 2026, an estimated $29.2K.
  • HEICO Corp made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #553 holding.
  • Pinnacle Associates first reported a position in HEICO Corp in Q4 2024 and has held it in 8 quarters since.
  • Pinnacle Associates's HEICO Corp position peaked at $1.08M in Q2 2026.
  • 425 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.