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Bridgewater Associates’s HEICO Corp HEI Stock Holding History

Bridgewater Associates’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
-17,524
Closed -$4.81M – 1077
2026
Q1 		$4.81M Sell
17,524
-2,876
-14% -$926K 0.02% 431
2025
Q4 		$6.6M Buy
20,400
+9,618
+89% +$3.04M 0.02% 452
2025
Q3 		$3.48M Buy
+10,782
New +$3.43M 0.01% 578
2022
Q3 		– Sell
-9,071
Closed -$1.19M – 928
2022
Q2 		$1.19M Buy
9,071
+1,786
+25% +$252K 0.01% 771
2022
Q1 		$1.12M Buy
+7,285
New +$1.06M ﹤0.01% 785
2021
Q4 		– Sell
-2,374
Closed -$313K – 769
2021
Q3 		$313K Buy
+2,374
New +$313K ﹤0.01% 633

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 $3.38T AUM 44.17% 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

Bridgewater Associates's HEI Position: Q2 2026 in Review

Bridgewater Associates sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 17,524 shares — an estimated $4.81M sold.

Bridgewater Associates first reported a position in HEI in Q3 2021 and held it in 6 quarters. The position peaked at $6.6M in Q4 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Bridgewater Associates reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Bridgewater Associates sold 17,524 HEICO Corp shares in Q2 2026, an estimated $4.81M.
  • Bridgewater Associates first reported a position in HEICO Corp in Q3 2021 and held it in 6 quarters.
  • Bridgewater Associates's HEICO Corp position peaked at $6.6M in Q4 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.