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Azimuth Capital Investment Management’s HEICO Corp HEI Stock Holding History

Azimuth Capital Investment Management’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 		$15.9M Sell
44,561
-1,810
-4% -$551K 0.54% 62
2026
Q1 		$12.7M Sell
46,371
-34,858
-43% -$11.2M 0.48% 69
2025
Q4 		$26.3M Sell
81,229
-813
-1% -$257K 0.94% 19
2025
Q3 		$26.5M Sell
82,042
-1,729
-2% -$550K 0.95% 21
2025
Q2 		$27.5M Buy
83,771
+362
+0.4% +$100K 1.02% 18
2025
Q1 		$22.3M Sell
83,409
-17,401
-17% -$4.24M 0.89% 29
2024
Q4 		$24M Buy
100,810
+718
+0.7% +$186K 0.93% 24
2024
Q3 		$26.2M Buy
100,092
+1,512
+2% +$366K 1.02% 21
2024
Q2 		$22M Buy
98,580
+1,720
+2% +$363K 0.9% 26
2024
Q1 		$18.5M Buy
96,860
+3,752
+4% +$696K 0.76% 40
2023
Q4 		$16.7M Buy
93,108
+50,448
+118% +$8.54M 0.75% 45
2023
Q3 		$6.91M Buy
+42,660
New +$7.24M 0.34% 104

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Azimuth Capital Investment Management's HEI Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its HEICO Corp (HEI) stake by 3.9% in Q2 2026, selling an estimated $551K and leaving 44,561 shares worth $15.9M. The position accounts for 0.54% of the portfolio, ranked #62.

Azimuth Capital Investment Management first reported a position in HEI in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.5M in Q2 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Azimuth Capital Investment Management held 44,561 shares of HEICO Corp worth $15.9M as of Q2 2026.
  • Azimuth Capital Investment Management sold 1,810 HEICO Corp shares in Q2 2026, an estimated $551K.
  • HEICO Corp made up 0.54% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #62 holding.
  • Azimuth Capital Investment Management first reported a position in HEICO Corp in Q3 2023 and has held it in 12 quarters since.
  • Azimuth Capital Investment Management's HEICO Corp position peaked at $27.5M in Q2 2025.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.