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Bayforest Capital’s HEICO Corp HEI Stock Holding History

Bayforest Capital’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 		$3.56K Sell
10
-263
-96% -$80K ﹤0.01% 873
2026
Q1 		$74.9K Buy
+273
New +$87.9K 0.08% 451
2025
Q4 		– Sell
-346
Closed -$112K – 859
2025
Q3 		$112K Sell
346
-5
-1% -$1.59K 0.05% 504
2025
Q2 		$115K Buy
351
+120
+52% +$33.2K 0.05% 453
2025
Q1 		$61.7K Sell
231
-370
-62% -$90.1K 0.03% 540
2024
Q4 		$143K Buy
+601
New +$156K 0.18% 211

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

Bayforest Capital's HEI Position: Q2 2026 in Review

Bayforest Capital reduced its HEICO Corp (HEI) stake by 96% in Q2 2026, selling an estimated $80K and leaving 10 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Bayforest Capital first reported a position in HEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $143K in Q4 2024. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Bayforest Capital held 10 shares of HEICO Corp worth $3.56K as of Q2 2026.
  • Bayforest Capital sold 263 HEICO Corp shares in Q2 2026, an estimated $80K.
  • HEICO Corp made up ﹤0.01% of Bayforest Capital's portfolio in Q2 2026, its #873 holding.
  • Bayforest Capital first reported a position in HEICO Corp in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's HEICO Corp position peaked at $143K in Q4 2024.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.