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Truvestments Capital’s HEICO Corp HEI Stock Holding History

Truvestments 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 		$51.6K Hold
145
– – 0.01% 529
2026
Q1 		$39.8K Hold
145
– – 0.01% 532
2025
Q4 		$46.9K Hold
145
– – 0.01% 462
2025
Q3 		$46.8K Hold
145
– – 0.01% 452
2025
Q2 		$47.6K Hold
145
– – 0.01% 403
2025
Q1 		$38.7K Hold
145
– – 0.01% 445
2024
Q4 		$34.5K Hold
145
– – 0.01% 431
2024
Q3 		$37.9K Buy
+145
New +$35.1K 0.01% 397
2024
Q2 		– Sell
-145
Closed -$27.7K – 419
2024
Q1 		$27.7K Hold
145
– – 0.01% 408
2023
Q4 		$25.9K Hold
145
– – 0.01% 403
2023
Q3 		$23.5K Hold
145
– – 0.01% 366
2023
Q2 		$25.7K Hold
145
– – 0.01% 353
2023
Q1 		$24.8K Hold
145
– – 0.01% 355
2022
Q4 		$22.3K Buy
+145
New +$22.6K 0.01% 372

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 $3.38T AUM 44.17% 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

Truvestments Capital's HEI Position: Q2 2026 in Review

Truvestments Capital held its HEICO Corp (HEI) position steady in Q2 2026 at 145 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #529.

Truvestments Capital first reported a position in HEI in Q4 2022 and has held it in 14 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Truvestments Capital held 145 shares of HEICO Corp worth $51.6K as of Q2 2026.
  • Truvestments Capital left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #529 holding.
  • Truvestments Capital first reported a position in HEICO Corp in Q4 2022 and has held it in 14 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.