Seneschal Advisors’s HEICO Corp HEI Stock Holding History

Seneschal Advisors’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	$357	Hold	1	–	–	﹤0.01%	465
2026 Q1	$275	Hold	1	–	–	﹤0.01%	491
2025 Q4	$324	Hold	1	–	–	﹤0.01%	463
2025 Q3	$323	Buy	+1	New	+$318	﹤0.01%	460

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Seneschal Advisors's HEI Position: Q2 2026 in Review

Seneschal Advisors held its HEICO Corp (HEI) position steady in Q2 2026 at 1 share worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Seneschal Advisors first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Seneschal Advisors held 1 share of HEICO Corp worth $357 as of Q2 2026.
Seneschal Advisors left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #465 holding.
Seneschal Advisors first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.