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Beese Fulmer Investment Management’s HEICO Corp HEI Stock Holding History

Beese Fulmer 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 		– Sell
-1,303
Closed -$357K – 448
2026
Q1 		$357K Buy
1,303
+211
+19% +$67.9K 0.02% 269
2025
Q4 		$353K Buy
+1,092
New +$345K 0.02% 254

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Beese Fulmer Investment Management's HEI Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 1,303 shares — an estimated $357K sold.

Beese Fulmer Investment Management first reported a position in HEI in Q4 2025 and held it in 2 quarters. The position peaked at $357K in Q1 2026. 230 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,303 HEICO Corp shares in Q2 2026, an estimated $357K.
  • Beese Fulmer Investment Management first reported a position in HEICO Corp in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's HEICO Corp position peaked at $357K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.