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Silver Oak Securities’s HEICO Corp HEI Stock Holding History

Silver Oak 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 		$796K Buy
2,235
+381
+21% +$116K 0.05% 337
2026
Q1 		$508K Buy
1,854
+101
+6% +$32.5K 0.04% 432
2025
Q4 		$575K Buy
1,753
+523
+43% +$165K 0.04% 423
2025
Q3 		$397K Buy
+1,230
New +$391K 0.03% 489
2022
Q2 		– Sell
-1,602
Closed -$241K – 301
2022
Q1 		$241K Buy
+1,602
New +$233K 0.05% 262

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

Silver Oak Securities's HEI Position: Q2 2026 in Review

Silver Oak Securities increased its HEICO Corp (HEI) stake by 21% in Q2 2026, buying an estimated $116K and bringing the position to 2,235 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #337.

Silver Oak Securities first reported a position in HEI in Q1 2022 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Silver Oak Securities held 2,235 shares of HEICO Corp worth $796K as of Q2 2026.
  • Silver Oak Securities bought 381 HEICO Corp shares in Q2 2026, an estimated $116K.
  • HEICO Corp made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #337 holding.
  • Silver Oak Securities first reported a position in HEICO Corp in Q1 2022 and has held it in 5 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.