SLI
HEI icon

Sumitomo Life Insurance’s HEICO Corp HEI Stock Holding History

Sumitomo Life Insurance’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 		$2.11M Sell
5,927
-3,898
-40% -$1.19M 0.03% 123
2026
Q1 		$2.69M Sell
9,825
-154
-2% -$49.6K 0.06% 112
2025
Q4 		$3.23M Buy
9,979
+59
+0.6% +$18.6K 0.09% 100
2025
Q3 		$3.2M Buy
9,920
+4,892
+97% +$1.56M 0.1% 91
2025
Q2 		$1.65M Buy
5,028
+2,481
+97% +$686K 0.11% 128
2025
Q1 		$681K Buy
+2,547
New +$620K 0.02% 224

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

Sumitomo Life Insurance's HEI Position: Q2 2026 in Review

Sumitomo Life Insurance reduced its HEICO Corp (HEI) stake by 40% in Q2 2026, selling an estimated $1.19M and leaving 5,927 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #123.

Sumitomo Life Insurance first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.23M in Q4 2025. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Sumitomo Life Insurance held 5,927 shares of HEICO Corp worth $2.11M as of Q2 2026.
  • Sumitomo Life Insurance sold 3,898 HEICO Corp shares in Q2 2026, an estimated $1.19M.
  • HEICO Corp made up 0.03% of Sumitomo Life Insurance's portfolio in Q2 2026, its #123 holding.
  • Sumitomo Life Insurance first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • Sumitomo Life Insurance's HEICO Corp position peaked at $3.23M in Q4 2025.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.