RFP
HEI icon

Root Financial Partners’s HEICO Corp HEI Stock Holding History

Root Financial 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 		– Sell
-57
Closed -$15.6K – 1604
2026
Q1 		$15.6K Buy
57
+9
+19% +$2.9K ﹤0.01% 1461
2025
Q4 		$15.5K Sell
48
-17
-26% -$5.37K ﹤0.01% 1296
2025
Q3 		$20.9K Buy
+65
New +$20.7K ﹤0.01% 1101

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

Root Financial Partners's HEI Position: Q2 2026 in Review

Root Financial Partners sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 57 shares — an estimated $15.6K sold.

Root Financial Partners first reported a position in HEI in Q3 2025 and held it in 3 quarters. The position peaked at $20.9K in Q3 2025. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Root Financial Partners reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 57 HEICO Corp shares in Q2 2026, an estimated $15.6K.
  • Root Financial Partners first reported a position in HEICO Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HEICO Corp position peaked at $20.9K in Q3 2025.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.