Root Financial Partners
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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
Q3 		$25.2K Buy
+83
New +$28.2K ﹤0.01% 1432
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's HEI Position: Q3 2026 in Review

Root Financial Partners opened a new position in HEICO Corp (HEI) in Q3 2026: 83 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #1432 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HEI as recently as Q1 2026.

Root Financial Partners first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Root Financial Partners held 83 shares of HEICO Corp worth $25.2K as of Q3 2026.
  • HEICO Corp was a new Root Financial Partners position in Q3 2026.
  • HEICO Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1432 holding.
  • Root Financial Partners first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • 630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.