Sanibel Captiva Trust Company
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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
Q2 		$339K Sell
951
-11
-1% -$3.35K 0.01% 387
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
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 $3.38T AUM 44.17% 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

Sanibel Captiva Trust Company's HEI Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its HEICO Corp (HEI) stake by 1.1% in Q2 2026, selling an estimated $3.35K and leaving 951 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #387.

Sanibel Captiva Trust Company first reported a position in HEI in Q2 2024 and has held it in 9 quarters since. 778 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Sanibel Captiva Trust Company held 951 shares of HEICO Corp worth $339K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 11 HEICO Corp shares in Q2 2026, an estimated $3.35K.
  • HEICO Corp made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #387 holding.
  • Sanibel Captiva Trust Company first reported a position in HEICO Corp in Q2 2024 and has held it in 9 quarters since.
  • 778 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.