Atwood & Palmer’s HEICO Corp HEI Stock Holding History

Atwood & Palmer’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	$107K	Hold	300	–	–	0.01%	199
2026 Q1	$82.3K	Hold	300	–	–	﹤0.01%	210
2025 Q4	$97.1K	Hold	300	–	–	0.01%	191
2025 Q3	$96.8K	Hold	300	–	–	0.01%	191
2025 Q2	$98.4K	Hold	300	–	–	0.01%	192
2025 Q1	$80.2K	Buy	+300	New	+$73K	0.01%	200

Other funds holding HEI

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Atwood & Palmer's HEI Position: Q2 2026 in Review

Atwood & Palmer held its HEICO Corp (HEI) position steady in Q2 2026 at 300 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #199.

Atwood & Palmer first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Atwood & Palmer held 300 shares of HEICO Corp worth $107K as of Q2 2026.
Atwood & Palmer left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #199 holding.
Atwood & Palmer first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
350 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.