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Sequoia Financial Advisors’s HEICO Corp HEI Stock Holding History

Sequoia Financial 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 		$2.35M Buy
6,588
+1,164
+21% +$354K 0.01% 572
2026
Q1 		$1.49M Buy
5,424
+3,240
+148% +$1.04M 0.01% 720
2025
Q4 		$707K Buy
2,184
+391
+22% +$124K ﹤0.01% 1077
2025
Q3 		$579K Buy
1,793
+182
+11% +$57.9K ﹤0.01% 1059
2025
Q2 		$528K Buy
1,611
+461
+40% +$128K ﹤0.01% 971
2025
Q1 		$307K Buy
1,150
+177
+18% +$43.1K ﹤0.01% 1053
2024
Q4 		$231K Buy
973
+46
+5% +$11.9K ﹤0.01% 1148
2024
Q3 		$242K Sell
927
-126
-12% -$30.5K ﹤0.01% 1080
2024
Q2 		$235K Buy
+1,053
New +$222K ﹤0.01% 1013
2024
Q1 		– Sell
-1,129
Closed -$202K – 1230
2023
Q4 		$202K Buy
+1,129
New +$191K ﹤0.01% 1106

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

Sequoia Financial Advisors's HEI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its HEICO Corp (HEI) stake by 21% in Q2 2026, buying an estimated $354K and bringing the position to 6,588 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #572.

Sequoia Financial Advisors first reported a position in HEI in Q4 2023 and has held it in 10 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Sequoia Financial Advisors held 6,588 shares of HEICO Corp worth $2.35M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,164 HEICO Corp shares in Q2 2026, an estimated $354K.
  • HEICO Corp made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #572 holding.
  • Sequoia Financial Advisors first reported a position in HEICO Corp in Q4 2023 and has held it in 10 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.