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Amalgamated Bank’s HEICO Corp HEI Stock Holding History

Amalgamated Bank’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 		$1.18M Sell
3,307
-16
-0.5% -$4.87K 0.01% 1033
2026
Q1 		$911K Sell
3,323
-184
-5% -$59.2K 0.01% 1099
2025
Q4 		$1.14M Sell
3,507
-184
-5% -$58.1K 0.01% 1019
2025
Q3 		$1.19M Buy
3,691
+224
+6% +$71.3K 0.01% 1001
2025
Q2 		$1.14M Buy
3,467
+437
+14% +$121K 0.01% 1001
2025
Q1 		$810K Buy
3,030
+87
+3% +$21.2K 0.01% 1101
2024
Q4 		$700K Hold
2,943
– – 0.01% 1180
2024
Q3 		$770K Sell
2,943
-36
-1% -$8.71K 0.01% 1145
2024
Q2 		$666K Buy
2,979
+39
+1% +$8.23K 0.01% 1188
2024
Q1 		$562K Sell
2,940
-1,667
-36% -$309K ﹤0.01% 1268
2023
Q4 		$824K Sell
4,607
-801
-15% -$136K 0.01% 1234
2023
Q3 		$876K Sell
5,408
-977
-15% -$166K 0.01% 1167
2023
Q2 		$1.13M Buy
6,385
+742
+13% +$125K 0.01% 1086
2023
Q1 		$965K Buy
5,643
+661
+13% +$111K 0.01% 1130
2022
Q4 		$765K Buy
4,982
+17
+0.3% +$2.65K 0.01% 1254
2022
Q3 		$715K Buy
4,965
+57
+1% +$8.55K 0.01% 1246
2022
Q2 		$644K Buy
4,908
+229
+5% +$32.3K 0.01% 1344
2022
Q1 		$718K Buy
4,679
+226
+5% +$32.8K 0.01% 1379
2021
Q4 		$642K Buy
4,453
+405
+10% +$57.1K ﹤0.01% 1456
2021
Q3 		$534K Sell
4,048
-435
-10% -$57.3K ﹤0.01% 1542
2021
Q2 		$625K Buy
4,483
+2,293
+105% +$316K 0.01% 1500
2021
Q1 		$276K Sell
2,190
-72
-3% -$9.25K 0.01% 1316
2020
Q4 		$299K Sell
2,262
-38
-2% -$4.64K 0.01% 1228
2020
Q3 		$241K Sell
2,300
-24
-1% -$2.48K 0.01% 1227
2020
Q2 		$232K Sell
2,324
-3,836
-62% -$354K 0.01% 1228
2020
Q1 		$460K Sell
6,160
-24
-0.4% -$2.62K 0.01% 948
2019
Q4 		$706K Buy
6,184
+268
+5% +$33K 0.01% 950
2019
Q3 		$739K Buy
5,916
+1,277
+28% +$175K 0.02% 862
2019
Q2 		$621K Sell
4,639
-4,198
-48% -$467K 0.01% 966
2019
Q1 		$838K Buy
8,837
+140
+2% +$12.2K 0.02% 786
2018
Q4 		$674K Buy
8,697
+3,391
+64% +$283K 0.02% 802
2018
Q3 		$491K Sell
5,306
-3,684
-41% -$303K 0.01% 950
2018
Q2 		$656K Buy
8,990
+805
+10% +$58.5K 0.02% 899
2018
Q1 		$568K Sell
8,185
-1,401
-15% -$91.6K 0.02% 892
2017
Q4 		$463K Buy
9,586
+533
+6% +$24.9K 0.01% 1026
2017
Q3 		$416K Buy
9,053
+199
+2% +$8.46K 0.01% 1030
2017
Q2 		$326K Buy
8,854
+1,930
+28% +$71.1K 0.01% 1139
2017
Q1 		$247K Sell
6,924
-1,533
-18% -$51.1K 0.01% 1257
2016
Q4 		$267K Buy
8,457
+876
+12% +$26.3K 0.01% 1206
2016
Q3 		$215K Hold
7,581
– – 0.01% 1226
2016
Q2 		$221K Buy
+7,581
New +$196K 0.01% 1202
2015
Q2 		– Sell
-16,489
Closed -$412K – 1369
2015
Q1 		$412K Buy
16,489
+637
+4% +$15.7K 0.05% 508
2014
Q4 		$392K Buy
15,852
+22
+0.1% +$476 0.06% 439
2014
Q3 		$303K Sell
15,830
-10
-0.1% -$208 0.05% 588
2014
Q2 		$337K Sell
15,840
-801
-5% -$18K 0.05% 532
2014
Q1 		$410K Sell
16,641
-146
-0.9% -$3.47K 0.07% 400
2013
Q4 		$398K Buy
+16,787
New +$378K 0.07% 419

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amalgamated Bank's HEI Position: Q2 2026 in Review

Amalgamated Bank reduced its HEICO Corp (HEI) stake by 0.48% in Q2 2026, selling an estimated $4.87K and leaving 3,307 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1033.

Amalgamated Bank first reported a position in HEI in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.19M in Q3 2025. 410 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Amalgamated Bank held 3,307 shares of HEICO Corp worth $1.18M as of Q2 2026.
  • Amalgamated Bank sold 16 HEICO Corp shares in Q2 2026, an estimated $4.87K.
  • HEICO Corp made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1033 holding.
  • Amalgamated Bank first reported a position in HEICO Corp in Q4 2013 and has held it in 47 quarters since.
  • Amalgamated Bank's HEICO Corp position peaked at $1.19M in Q3 2025.
  • 410 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.