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Syon Capital’s HEICO Corp HEI Stock Holding History

Syon Capital’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 		$399K Sell
1,120
-375
-25% -$114K 0.02% 713
2026
Q1 		$410K Sell
1,495
-1,819
-55% -$586K 0.02% 634
2025
Q4 		$1.07M Buy
3,314
+1,037
+46% +$328K 0.05% 275
2025
Q3 		$735K Buy
2,277
+1,181
+108% +$376K 0.04% 347
2025
Q2 		$359K Buy
+1,096
New +$303K 0.02% 479

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

Syon Capital's HEI Position: Q2 2026 in Review

Syon Capital reduced its HEICO Corp (HEI) stake by 25% in Q2 2026, selling an estimated $114K and leaving 1,120 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #713.

Syon Capital first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Syon Capital held 1,120 shares of HEICO Corp worth $399K as of Q2 2026.
  • Syon Capital sold 375 HEICO Corp shares in Q2 2026, an estimated $114K.
  • HEICO Corp made up 0.02% of Syon Capital's portfolio in Q2 2026, its #713 holding.
  • Syon Capital first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's HEICO Corp position peaked at $1.07M in Q4 2025.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.