Sanibel Captiva Trust Company’s HEICO Corp HEI Stock Holding History

Sanibel Captiva Trust Company’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 Q1	$264K	Buy	962 +28	+3%	+$9.02K	0.01%	396
2025 Q4	$302K	Buy	934 +11	+1%	+$3.48K	0.01%	358
2025 Q3	$298K	Hold	923	–	–	0.01%	356
2025 Q2	$303K	Hold	923	–	–	0.01%	348
2025 Q1	$247K	Hold	923	–	–	0.01%	359
2024 Q4	$219K	Hold	923	–	–	0.01%	368
2024 Q3	$241K	Hold	923	–	–	0.01%	356
2024 Q2	$206K	Buy	+923	New	+$195K	0.01%	351

Other funds holding HEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sanibel Captiva Trust Company's HEI Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its HEICO Corp (HEI) stake by 3% in Q1 2026, buying an estimated $9.02K and bringing the position to 962 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #396.

Sanibel Captiva Trust Company first reported a position in HEI in Q2 2024 and has held it in 8 quarters since. The position peaked at $303K in Q2 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Sanibel Captiva Trust Company held 962 shares of HEICO Corp worth $264K as of Q1 2026.
Sanibel Captiva Trust Company bought 28 HEICO Corp shares in Q1 2026, an estimated $9.02K.
HEICO Corp made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #396 holding.
Sanibel Captiva Trust Company first reported a position in HEICO Corp in Q2 2024 and has held it in 8 quarters since.
Sanibel Captiva Trust Company's HEICO Corp position peaked at $303K in Q2 2025.
736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.