Alpine Peaks Capital’s HEICO Corp HEI Stock Holding History

Alpine Peaks 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
2025 Q2	–	Sell	-4,852	Closed	-$1.3M	–	24
2025 Q1	$1.3M	Sell	4,852 -1,150	-19%	-$280K	1.17%	22
2024 Q4	$1.43M	Sell	6,002 -2,331	-28%	-$604K	1.17%	22
2024 Q3	$2.18M	Sell	8,333 -12,100	-59%	-$2.93M	1.3%	23
2024 Q2	$4.57M	Sell	20,433 -2,000	-9%	-$422K	2.81%	18
2024 Q1	$4.28M	Hold	22,433	–	–	2.47%	20
2023 Q4	$4.01M	Hold	22,433	–	–	2.44%	21
2023 Q3	$3.63M	Sell	22,433 -400	-2%	-$67.9K	2.53%	20
2023 Q2	$4.04M	Sell	22,833 -2,000	-8%	-$337K	2.83%	20
2023 Q1	$4.25M	Sell	24,833 -600	-2%	-$101K	3.21%	15
2022 Q4	$3.91M	Buy	25,433 +1,490	+6%	+$232K	3.16%	19
2022 Q3	$3.45M	Sell	23,943 -700	-3%	-$105K	3.09%	20
2022 Q2	$3.23M	Hold	24,643	–	–	3.77%	15
2022 Q1	$3.78M	Sell	24,643 -3,700	-13%	-$537K	3.89%	16
2021 Q4	$4.09M	Buy	+28,343	New	+$4M	4%	16

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Alpine Peaks Capital's HEI Position: Q2 2025 in Review

Alpine Peaks Capital sold out of HEICO Corp (HEI) in Q2 2025, closing a stake of 4,852 shares — an estimated $1.3M sold.

Alpine Peaks Capital first reported a position in HEI in Q4 2021 and held it in 14 quarters. The position peaked at $4.57M in Q2 2024. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

Alpine Peaks Capital reported no remaining HEICO Corp position as of Q2 2025 after selling out during the quarter.
Alpine Peaks Capital sold 4,852 HEICO Corp shares in Q2 2025, an estimated $1.3M.
Alpine Peaks Capital first reported a position in HEICO Corp in Q4 2021 and held it in 14 quarters.
Alpine Peaks Capital's HEICO Corp position peaked at $4.57M in Q2 2024.
706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Alpine Peaks Capital's 13F filing for Q2 2025, filed 14 Aug 2025.