Alpine Woods Capital Investors’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.19M | Buy |
8,953
+30
| +0.3% | +$9.13K | 0.69% | 50 |
|
|
2026
Q1 | $2.45M | Sell |
8,923
-2,075
| -19% | -$668K | 0.59% | 51 |
|
|
2025
Q4 | $3.56M | Sell |
10,998
-1,913
| -15% | -$604K | 0.85% | 31 |
|
|
2025
Q3 | $4.17M | Buy |
12,911
+49
| +0.4% | +$15.6K | 0.97% | 35 |
|
|
2025
Q2 | $4.22M | Sell |
12,862
-77
| -0.6% | -$21.3K | 1% | 35 |
|
|
2025
Q1 | $3.46M | Buy |
12,939
+88
| +0.7% | +$21.4K | 0.87% | 43 |
|
|
2024
Q4 | $3.06M | Hold |
12,851
| – | – | 0.58% | 54 |
|
|
2024
Q3 | $3.39M | Sell |
12,851
-736
| -5% | -$178K | 0.59% | 53 |
|
|
2024
Q2 | $3.04M | Buy |
13,587
+760
| +6% | +$160K | 0.47% | 71 |
|
|
2024
Q1 | $2.66M | Sell |
12,827
-3,621
| -22% | -$672K | 0.53% | 66 |
|
|
2023
Q4 | $2.94M | Sell |
16,448
-5,838
| -26% | -$988K | 0.44% | 72 |
|
|
2023
Q3 | $3.61M | Buy |
22,286
+1,356
| +6% | +$230K | 0.58% | 60 |
|
|
2023
Q2 | $3.7M | Sell |
20,930
-288
| -1% | -$48.5K | 0.58% | 58 |
|
|
2023
Q1 | $3.63M | Sell |
21,218
-970
| -4% | -$163K | 0.55% | 66 |
|
|
2022
Q4 | $3.41M | Sell |
22,188
-3,338
| -13% | -$520K | 0.5% | 68 |
|
|
2022
Q3 | $3.67M | Sell |
25,526
-2,700
| -10% | -$405K | 0.5% | 72 |
|
|
2022
Q2 | $3.7M | Sell |
28,226
-70
| -0.2% | -$9.87K | 0.46% | 83 |
|
|
2022
Q1 | $4.34M | Sell |
28,296
-79
| -0.3% | -$11.5K | 0.46% | 82 |
|
|
2021
Q4 | $4.09M | Buy |
28,375
+100
| +0.4% | +$14.1K | 0.4% | 87 |
|
|
2021
Q3 | $3.73M | Hold |
28,275
| – | – | 0.4% | 88 |
|
|
2021
Q2 | $3.94M | Sell |
28,275
-150
| -0.5% | -$20.7K | 0.41% | 87 |
|
|
2021
Q1 | $3.58M | Buy |
28,425
+60
| +0.2% | +$7.71K | 0.4% | 87 |
|
|
2020
Q4 | $3.76M | Buy |
28,365
+3,206
| +13% | +$391K | 0.46% | 80 |
|
|
2020
Q3 | $2.63M | Buy |
25,159
+10,804
| +75% | +$1.12M | 0.4% | 85 |
|
|
2020
Q2 | $1.43M | Buy |
14,355
+5,285
| +58% | +$488K | 0.28% | 101 |
|
|
2020
Q1 | $677K | Buy |
9,070
+5,410
| +148% | +$591K | 0.15% | 141 |
|
|
2019
Q4 | $418K | Hold |
3,660
| – | – | 0.08% | 195 |
|
|
2019
Q3 | $457K | Hold |
3,660
| – | – | 0.08% | 177 |
|
|
2019
Q2 | $490K | Hold |
3,660
| – | – | 0.1% | 184 |
|
|
2019
Q1 | $347K | Buy |
3,660
+590
| +19% | +$51.5K | 0.08% | 210 |
|
|
2018
Q4 | $238K | Buy |
3,070
+770
| +33% | +$64.2K | 0.06% | 229 |
|
|
2018
Q3 | $213K | Buy |
+2,300
| New | +$189K | 0.04% | 233 |
|
Other funds holding HEI
Alpine Woods Capital Investors's HEI Position: Q2 2026 in Review
Alpine Woods Capital Investors increased its HEICO Corp (HEI) stake by 0.34% in Q2 2026, buying an estimated $9.13K and bringing the position to 8,953 shares worth $3.19M. The position accounts for 0.69% of the portfolio, ranked #50.
Alpine Woods Capital Investors first reported a position in HEI in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.34M in Q1 2022. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.
- Alpine Woods Capital Investors held 8,953 shares of HEICO Corp worth $3.19M as of Q2 2026.
- Alpine Woods Capital Investors bought 30 HEICO Corp shares in Q2 2026, an estimated $9.13K.
- HEICO Corp made up 0.69% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #50 holding.
- Alpine Woods Capital Investors first reported a position in HEICO Corp in Q3 2018 and has held it in 32 quarters since.
- Alpine Woods Capital Investors's HEICO Corp position peaked at $4.34M in Q1 2022.
- 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.
Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.