Baron Wealth Management’s HEICO Corp HEI Stock Holding History

Baron Wealth 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	$753K	Sell	2,113 -4	-0.2%	-$1.22K	0.2%	71
2026 Q1	$580K	Sell	2,117 -418	-16%	-$135K	0.17%	83
2025 Q4	$820K	Sell	2,535 -4	-0.2%	-$1.26K	0.25%	56
2025 Q3	$820K	Sell	2,539 -962	-27%	-$306K	0.27%	48
2025 Q2	$1.15M	Sell	3,501 -257	-7%	-$71.1K	0.41%	27
2025 Q1	$1M	Sell	3,758 -21	-0.6%	-$5.11K	0.44%	29
2024 Q4	$898K	Hold	3,779	–	–	0.42%	32
2024 Q3	$988K	Sell	3,779 -4	-0.1%	-$968	0.48%	28
2024 Q2	$846K	Sell	3,783 -22	-0.6%	-$4.64K	0.44%	28
2024 Q1	$727K	Hold	3,805	–	–	0.39%	35
2023 Q4	$681K	Sell	3,805 -1	-0%	-$169	0.37%	39
2023 Q3	$616K	Buy	3,806 +53	+1%	+$8.99K	0.39%	35
2023 Q2	$664K	Buy	3,753 +16	+0.4%	+$2.7K	0.42%	32
2023 Q1	$639K	Hold	3,737	–	–	0.45%	28
2022 Q4	$574K	Buy	+3,737	New	+$582K	0.44%	31

Other funds holding HEI

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

CCM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Baron Wealth Management's HEI Position: Q2 2026 in Review

Baron Wealth Management reduced its HEICO Corp (HEI) stake by 0.19% in Q2 2026, selling an estimated $1.22K and leaving 2,113 shares worth $753K. The position accounts for 0.2% of the portfolio, ranked #71.

Baron Wealth Management first reported a position in HEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q2 2025. 84 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Baron Wealth Management held 2,113 shares of HEICO Corp worth $753K as of Q2 2026.
Baron Wealth Management sold 4 HEICO Corp shares in Q2 2026, an estimated $1.22K.
HEICO Corp made up 0.2% of Baron Wealth Management's portfolio in Q2 2026, its #71 holding.
Baron Wealth Management first reported a position in HEICO Corp in Q4 2022 and has held it in 15 quarters since.
Baron Wealth Management's HEICO Corp position peaked at $1.15M in Q2 2025.
84 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.