Truist Financial
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Truist Financial’s HEICO Corp HEI Stock Holding History

Truist Financial’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 		$5.99M Sell
16,805
-22
-0.1% -$6.69K 0.01% 834
2026
Q1 		$4.61M Sell
16,827
-1,419
-8% -$457K 0.01% 896
2025
Q4 		$5.9M Sell
18,246
-47
-0.3% -$14.9K 0.01% 784
2025
Q3 		$5.91M Buy
18,293
+664
+4% +$211K 0.01% 813
2025
Q2 		$5.78M Buy
17,629
+911
+5% +$252K 0.01% 786
2025
Q1 		$4.47M Buy
16,718
+492
+3% +$120K 0.01% 883
2024
Q4 		$3.86M Sell
16,226
-354
-2% -$91.7K 0.01% 944
2024
Q3 		$4.34M Sell
16,580
-186
-1% -$45K 0.01% 881
2024
Q2 		$3.75M Sell
16,766
-179
-1% -$37.8K 0.01% 989
2024
Q1 		$3.24M Sell
16,945
-2,958
-15% -$549K ﹤0.01% 1065
2023
Q4 		$3.56M Sell
19,903
-2,787
-12% -$472K 0.01% 994
2023
Q3 		$3.67M Sell
22,690
-1,111
-5% -$189K 0.01% 965
2023
Q2 		$4.21M Sell
23,801
-883
-4% -$149K 0.01% 898
2023
Q1 		$4.22M Buy
24,684
+42
+0.2% +$7.07K 0.01% 892
2022
Q4 		$3.79M Sell
24,642
-956
-4% -$149K 0.01% 922
2022
Q3 		$3.69M Sell
25,598
-2,344
-8% -$351K 0.01% 904
2022
Q2 		$3.66M Sell
27,942
-3,369
-11% -$475K 0.01% 924
2022
Q1 		$4.81M Sell
31,311
-3,314
-10% -$481K 0.01% 897
2021
Q4 		$4.99M Buy
34,625
+1,961
+6% +$276K 0.01% 888
2021
Q3 		$4.31M Sell
32,664
-4,074
-11% -$536K 0.01% 941
2021
Q2 		$5.12M Buy
36,738
+1,130
+3% +$156K 0.01% 871
2021
Q1 		$4.48M Buy
35,608
+1,641
+5% +$211K 0.01% 878
2020
Q4 		$4.5M Buy
33,967
+1,877
+6% +$229K 0.01% 849
2020
Q3 		$3.36M Buy
32,090
+5,713
+22% +$590K 0.01% 875
2020
Q2 		$2.63M Buy
26,377
+6,151
+30% +$568K 0.01% 926
2020
Q1 		$1.51M Sell
20,226
-2,460
-11% -$269K ﹤0.01% 1093
2019
Q4 		$2.59M Buy
+22,686
New +$2.79M 0.01% 1009

Other funds holding HEI

PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Truist Financial's HEI Position: Q2 2026 in Review

Truist Financial reduced its HEICO Corp (HEI) stake by 0.13% in Q2 2026, selling an estimated $6.69K and leaving 16,805 shares worth $5.99M. The position accounts for 0.01% of the portfolio, ranked #834.

Truist Financial first reported a position in HEI in Q4 2019 and has held it in 27 quarters since. 344 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Truist Financial held 16,805 shares of HEICO Corp worth $5.99M as of Q2 2026.
  • Truist Financial sold 22 HEICO Corp shares in Q2 2026, an estimated $6.69K.
  • HEICO Corp made up 0.01% of Truist Financial's portfolio in Q2 2026, its #834 holding.
  • Truist Financial first reported a position in HEICO Corp in Q4 2019 and has held it in 27 quarters since.
  • 344 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.