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SBI Securities’s HEICO Corp HEI Stock Holding History

SBI Securities’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 		$157K Sell
442
-63
-12% -$19.2K ﹤0.01% 749
2026
Q1 		$138K Buy
505
+68
+16% +$21.9K ﹤0.01% 746
2025
Q4 		$141K Sell
437
-65
-13% -$20.5K ﹤0.01% 731
2025
Q3 		$162K Sell
502
-54
-10% -$17.2K ﹤0.01% 689
2025
Q2 		$182K Sell
556
-98
-15% -$27.1K 0.01% 622
2025
Q1 		$175K Buy
654
+85
+15% +$20.7K 0.01% 568
2024
Q4 		$135K Buy
+569
New +$147K ﹤0.01% 658

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

SBI Securities's HEI Position: Q2 2026 in Review

SBI Securities reduced its HEICO Corp (HEI) stake by 12% in Q2 2026, selling an estimated $19.2K and leaving 442 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

SBI Securities first reported a position in HEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $182K in Q2 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • SBI Securities held 442 shares of HEICO Corp worth $157K as of Q2 2026.
  • SBI Securities sold 63 HEICO Corp shares in Q2 2026, an estimated $19.2K.
  • HEICO Corp made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #749 holding.
  • SBI Securities first reported a position in HEICO Corp in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's HEICO Corp position peaked at $182K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.