SQA
HEI icon

Simon Quick Advisors’s HEICO Corp HEI Stock Holding History

Simon Quick 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 		$217K Buy
+610
New +$186K 0.01% 392
2026
Q1 		– Sell
-731
Closed -$237K – 391
2025
Q4 		$237K Buy
731
+79
+12% +$25K 0.01% 346
2025
Q3 		$211K Buy
652
+36
+6% +$11.5K 0.01% 379
2025
Q2 		$202K Sell
616
-769
-56% -$213K 0.01% 347
2025
Q1 		$370K Buy
1,385
+335
+32% +$81.6K 0.02% 373
2024
Q4 		$250K Buy
+1,050
New +$272K 0.01% 392
2022
Q2 		– Sell
-53
Closed -$8K – 273
2022
Q1 		$8K Hold
53
– – ﹤0.01% 309
2021
Q4 		$8K Sell
53
-5
-9% -$705 ﹤0.01% 318
2021
Q3 		$7K Buy
58
+5
+9% +$658 ﹤0.01% 364
2021
Q2 		$7K Hold
53
– – ﹤0.01% 392
2021
Q1 		$6K Hold
53
– – ﹤0.01% 409
2020
Q4 		$7K Buy
+53
New +$6.47K ﹤0.01% 384
2020
Q1 		– Sell
-2
Closed – – 577
2019
Q4 		$0 Buy
+2
New +$246 ﹤0.01% 665

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

Simon Quick Advisors's HEI Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in HEICO Corp (HEI) in Q2 2026: 610 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in HEI as recently as Q4 2025.

Simon Quick Advisors first reported a position in HEI in Q4 2019 and has held it in 13 quarters since. The position peaked at $370K in Q1 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Simon Quick Advisors held 610 shares of HEICO Corp worth $217K as of Q2 2026.
  • HEICO Corp was a new Simon Quick Advisors position in Q2 2026.
  • HEICO Corp made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #392 holding.
  • Simon Quick Advisors first reported a position in HEICO Corp in Q4 2019 and has held it in 13 quarters since.
  • Simon Quick Advisors's HEICO Corp position peaked at $370K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.