Proficio Capital Partners’s HEICO Corp HEI Stock Holding History

Proficio Capital Partners’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	$205K	Buy	+575	New	+$175K	0.01%	651
2025 Q3	–	Sell	-781	Closed	-$256K	–	311
2025 Q2	$256K	Buy	+781	New	+$216K	0.02%	357
2019 Q3	–	Sell	-822	Closed	-$110K	–	735
2019 Q2	$110K	Buy	822 +13	+2%	+$1.45K	0.04%	196
2019 Q1	$77K	Hold	809	–	–	0.03%	247
2018 Q4	$63K	Hold	809	–	–	0.03%	237
2018 Q3	$75K	Hold	809	–	–	0.02%	257
2018 Q2	$59K	Sell	809 -2	-0.2%	-$145	0.02%	307
2018 Q1	$56K	Sell	811 -205	-20%	-$13.4K	0.02%	313
2017 Q4	$49K	Buy	1,016 +524	+107%	+$24.4K	0.02%	358
2017 Q3	$23K	Hold	492	–	–	0.01%	553
2017 Q2	$21K	Sell	492 -123	-20%	-$4.53K	0.01%	595
2017 Q1	$18K	Buy	+615	New	+$20.5K	0.01%	649

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Proficio Capital Partners's HEI Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in HEICO Corp (HEI) in Q2 2026: 575 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in HEI as recently as Q2 2025.

Proficio Capital Partners first reported a position in HEI in Q1 2017 and has held it in 12 quarters since. The position peaked at $256K in Q2 2025. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Proficio Capital Partners held 575 shares of HEICO Corp worth $205K as of Q2 2026.
HEICO Corp was a new Proficio Capital Partners position in Q2 2026.
HEICO Corp made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #651 holding.
Proficio Capital Partners first reported a position in HEICO Corp in Q1 2017 and has held it in 12 quarters since.
Proficio Capital Partners's HEICO Corp position peaked at $256K in Q2 2025.
776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.