PA
HEI icon

Procyon Advisors’s HEICO Corp HEI Stock Holding History

Procyon Advisors’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 		$260K Buy
+730
New +$222K 0.01% 492
2026
Q1 		– Sell
-726
Closed -$235K – 599
2025
Q4 		$235K Buy
+726
New +$229K 0.01% 496
2020
Q3 		– Sell
-1,229
Closed -$122K – 543
2020
Q2 		$122K Hold
1,229
– – 0.06% 263
2020
Q1 		$92K Buy
+1,229
New +$134K 0.06% 253

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

Procyon Advisors's HEI Position: Q2 2026 in Review

Procyon Advisors opened a new position in HEICO Corp (HEI) in Q2 2026: 730 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Procyon Advisors previously reported a position in HEI as recently as Q4 2025.

Procyon Advisors first reported a position in HEI in Q1 2020 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Procyon Advisors held 730 shares of HEICO Corp worth $260K as of Q2 2026.
  • HEICO Corp was a new Procyon Advisors position in Q2 2026.
  • HEICO Corp made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #492 holding.
  • Procyon Advisors first reported a position in HEICO Corp in Q1 2020 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.