Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s HEICO Corp HEI Stock Holding History

Sumitomo Mitsui Trust Group’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 		$43.9M Buy
123,134
+555
+0.5% +$169K 0.03% 499
2026
Q1 		$33.6M Buy
122,579
+3,984
+3% +$1.28M 0.02% 546
2025
Q4 		$38.4M Sell
118,595
-5,695
-5% -$1.8M 0.02% 540
2025
Q3 		$40.1M Buy
124,290
+867
+0.7% +$276K 0.02% 528
2025
Q2 		$40.5M Buy
123,423
+9,614
+8% +$2.66M 0.03% 516
2025
Q1 		$30.4M Sell
113,809
-737
-0.6% -$179K 0.02% 570
2024
Q4 		$27.2M Sell
114,546
-1,455
-1% -$377K 0.02% 599
2024
Q3 		$30.3M Buy
116,001
+1,411
+1% +$341K 0.02% 580
2024
Q2 		$25.6M Sell
114,590
-11,842
-9% -$2.5M 0.02% 595
2024
Q1 		$24.1M Sell
126,432
-664
-0.5% -$123K 0.02% 674
2023
Q4 		$22.7M Sell
127,096
-2,725
-2% -$461K 0.02% 677
2023
Q3 		$21M Sell
129,821
-3,727
-3% -$632K 0.02% 691
2023
Q2 		$23.6M Sell
133,548
-20,525
-13% -$3.46M 0.02% 675
2023
Q1 		$26.4M Sell
154,073
-76
-0% -$12.8K 0.02% 669
2022
Q4 		$23.7M Sell
154,149
-1,689
-1% -$263K 0.02% 682
2022
Q3 		$22.4M Sell
155,838
-218
-0.1% -$32.7K 0.02% 684
2022
Q2 		$20.5M Sell
156,056
-201
-0.1% -$28.3K 0.02% 715
2022
Q1 		$24M Sell
156,257
-9,001
-5% -$1.31M 0.02% 701
2021
Q4 		$23.8M Sell
165,258
-5,144
-3% -$725K 0.01% 691
2021
Q3 		$22.5M Buy
170,402
+15,601
+10% +$2.05M 0.01% 698
2021
Q2 		$21.6M Buy
154,801
+4,464
+3% +$616K 0.01% 721
2021
Q1 		$18.9M Buy
150,337
+9,127
+6% +$1.17M 0.01% 719
2020
Q4 		$18.7M Sell
141,210
-21,531
-13% -$2.63M 0.01% 713
2020
Q3 		$17M Sell
162,741
-15,166
-9% -$1.57M 0.01% 711
2020
Q2 		$17.7M Sell
177,907
-27,282
-13% -$2.52M 0.01% 696
2020
Q1 		$15.3M Buy
205,189
+42,197
+26% +$4.61M 0.01% 668
2019
Q4 		$18.6M Sell
162,992
-11,826
-7% -$1.46M 0.01% 683
2019
Q3 		$21.8M Buy
174,818
+697
+0.4% +$95.3K 0.02% 634
2019
Q2 		$23.3M Buy
174,121
+170,282
+4,436% +$18.9M 0.02% 630
2019
Q1 		$364K Buy
+3,839
New +$335K ﹤0.01% 924

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group's HEI Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its HEICO Corp (HEI) stake by 0.45% in Q2 2026, buying an estimated $169K and bringing the position to 123,134 shares worth $43.9M. The position accounts for 0.03% of the portfolio, ranked #499.

Sumitomo Mitsui Trust Group first reported a position in HEI in Q1 2019 and has held it in 30 quarters since. 265 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 123,134 shares of HEICO Corp worth $43.9M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 555 HEICO Corp shares in Q2 2026, an estimated $169K.
  • HEICO Corp made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #499 holding.
  • Sumitomo Mitsui Trust Group first reported a position in HEICO Corp in Q1 2019 and has held it in 30 quarters since.
  • 265 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.