Synergy Investment Management’s HEICO Corp Class A HEI.A Stock Holding History

Synergy Investment Management’s Portfolio HEI.A Stock Details HEI.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.63K	Buy	+18	New	+$4.11K	﹤0.01%	767

Other funds holding HEI.A

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Synergy Investment Management's HEI.A Position: Q2 2026 in Review

Synergy Investment Management opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 18 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings.

663 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

Synergy Investment Management held 18 shares of HEICO Corp Class A worth $4.63K as of Q2 2026.
HEICO Corp Class A was a new Synergy Investment Management position in Q2 2026.
HEICO Corp Class A made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #767 holding.
663 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.