TCA
HEI icon

Trifecta Capital Advisors’s HEICO Corp HEI Stock Holding History

Trifecta Capital Advisors’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 		$12.5K Hold
35
– – ﹤0.01% 250
2026
Q1 		$9.6K Hold
35
– – ﹤0.01% 230
2025
Q4 		$11.3K Hold
35
– – ﹤0.01% 220
2025
Q3 		$11.3K Buy
+35
New +$11.1K ﹤0.01% 235

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

Trifecta Capital Advisors's HEI Position: Q2 2026 in Review

Trifecta Capital Advisors held its HEICO Corp (HEI) position steady in Q2 2026 at 35 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Trifecta Capital Advisors first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Trifecta Capital Advisors held 35 shares of HEICO Corp worth $12.5K as of Q2 2026.
  • Trifecta Capital Advisors left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #250 holding.
  • Trifecta Capital Advisors first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.