Bright Rock Capital Management’s HEICO Corp HEI Stock Holding History

Bright Rock Capital 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	$2.49M	Hold	7,000	–	–	0.5%	53
2026 Q1	$1.92M	Hold	7,000	–	–	0.38%	62
2025 Q4	$2.27M	Hold	7,000	–	–	0.45%	59
2025 Q3	$2.26M	Hold	7,000	–	–	0.44%	62
2025 Q2	$2.3M	Hold	7,000	–	–	0.46%	60
2025 Q1	$1.87M	Hold	7,000	–	–	0.39%	64
2024 Q4	$1.66M	Hold	7,000	–	–	0.35%	66
2024 Q3	$1.83M	Buy	+7,000	New	+$1.69M	0.37%	62

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bright Rock Capital Management's HEI Position: Q2 2026 in Review

Bright Rock Capital Management held its HEICO Corp (HEI) position steady in Q2 2026 at 7,000 shares worth $2.49M. The position accounts for 0.5% of the portfolio, ranked #53.

Bright Rock Capital Management first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Bright Rock Capital Management held 7,000 shares of HEICO Corp worth $2.49M as of Q2 2026.
Bright Rock Capital Management left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up 0.5% of Bright Rock Capital Management's portfolio in Q2 2026, its #53 holding.
Bright Rock Capital Management first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Bright Rock Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.