WhitTier Trust Company’s HEICO Corp HEI Stock Holding History

WhitTier 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 Q2	$20.8K	Buy	58 +2	+4%	+$608	﹤0.01%	918
2026 Q1	$15.5K	Hold	56	–	–	﹤0.01%	961
2025 Q4	$19.5K	Hold	56	–	–	﹤0.01%	920
2025 Q3	$18K	Hold	56	–	–	﹤0.01%	923
2025 Q2	$18.4K	Hold	56	–	–	﹤0.01%	1023
2025 Q1	$15K	Hold	56	–	–	﹤0.01%	1042
2024 Q4	$13.3K	Hold	56	–	–	﹤0.01%	1028
2024 Q3	$14.6K	Hold	56	–	–	﹤0.01%	994
2024 Q2	$12.5K	Hold	56	–	–	﹤0.01%	964
2024 Q1	$10.7K	Hold	56	–	–	﹤0.01%	941
2023 Q4	$10K	Hold	56	–	–	﹤0.01%	946
2023 Q3	$9.07K	Hold	56	–	–	﹤0.01%	927
2023 Q2	$9.91K	Hold	56	–	–	﹤0.01%	955
2023 Q1	$9.58K	Sell	56 -2	-3%	-$337	﹤0.01%	959
2022 Q4	$8.91K	Sell	58 -592	-91%	-$92.2K	﹤0.01%	955
2022 Q3	$94K	Buy	+650	New	+$97.5K	﹤0.01%	571

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 $3.37T AUM 44.26% 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

WhitTier Trust Company's HEI Position: Q2 2026 in Review

WhitTier Trust Company increased its HEICO Corp (HEI) stake by 3.6% in Q2 2026, buying an estimated $608 and bringing the position to 58 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

WhitTier Trust Company first reported a position in HEI in Q3 2022 and has held it in 16 quarters since. The position peaked at $94K in Q3 2022. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

WhitTier Trust Company held 58 shares of HEICO Corp worth $20.8K as of Q2 2026.
WhitTier Trust Company bought 2 HEICO Corp shares in Q2 2026, an estimated $608.
HEICO Corp made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #918 holding.
WhitTier Trust Company first reported a position in HEICO Corp in Q3 2022 and has held it in 16 quarters since.
WhitTier Trust Company's HEICO Corp position peaked at $94K in Q3 2022.
776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.