Tred Avon Family Wealth’s HEICO Corp HEI Stock Holding History

Tred Avon Family Wealth’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	$336K	Hold	942	–	–	0.1%	217
2026 Q1	$258K	Hold	942	–	–	0.09%	237
2025 Q4	$305K	Buy	+942	New	+$298K	0.1%	213

Other funds holding HEI

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tred Avon Family Wealth's HEI Position: Q2 2026 in Review

Tred Avon Family Wealth held its HEICO Corp (HEI) position steady in Q2 2026 at 942 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #217.

Tred Avon Family Wealth first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 778 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Tred Avon Family Wealth held 942 shares of HEICO Corp worth $336K as of Q2 2026.
Tred Avon Family Wealth left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up 0.1% of Tred Avon Family Wealth's portfolio in Q2 2026, its #217 holding.
Tred Avon Family Wealth first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
778 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.