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Trust Company’s HEICO Corp HEI Stock Holding History

Trust Company’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
Q3 		$606 Hold
2
– – ﹤0.01% 710
2026
Q2 		$712 Hold
2
– – ﹤0.01% 668
2026
Q1 		$548 Hold
2
– – ﹤0.01% 682
2025
Q4 		$647 Buy
+2
New +$632 ﹤0.01% 619

Other funds holding HEI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Trust Company's HEI Position: Q3 2026 in Review

Trust Company held its HEICO Corp (HEI) position steady in Q3 2026 at 2 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Trust Company first reported a position in HEI in Q4 2025 and has held it in 4 quarters since. The position peaked at $712 in Q2 2026. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Trust Company held 2 shares of HEICO Corp worth $606 as of Q3 2026.
  • Trust Company left its HEICO Corp share count unchanged in Q3 2026.
  • HEICO Corp made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #710 holding.
  • Trust Company first reported a position in HEICO Corp in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's HEICO Corp position peaked at $712 in Q2 2026.
  • 32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.