Calamos Advisors’s HEICO Corp HEI Stock Holding History

Calamos Advisors’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	-6,564	Closed	-$1.8M	–	1089
2026 Q1	$1.8M	Buy	+6,564	New	+$2.11M	0.01%	688
2025 Q1	–	Sell	-2,744	Closed	-$652K	–	937
2024 Q4	$652K	Sell	2,744 -5,419	-66%	-$1.4M	﹤0.01%	701
2024 Q3	$2.13M	Hold	8,163	–	–	0.01%	607
2024 Q2	$1.83M	Buy	8,163 +2,704	+50%	+$571K	0.01%	597
2024 Q1	$1.04M	Buy	+5,459	New	+$1.01M	﹤0.01%	639
2021 Q1	–	Sell	-5,594	Closed	-$741K	–	929
2020 Q4	$741K	Buy	+5,594	New	+$682K	﹤0.01%	703
2020 Q1	–	Sell	-3,539	Closed	-$404K	–	736
2019 Q4	$404K	Sell	3,539 -10,579	-75%	-$1.3M	﹤0.01%	733
2019 Q3	$1.76M	Sell	14,118 -6,071	-30%	-$830K	0.01%	618
2019 Q2	$2.7M	Buy	+20,189	New	+$2.25M	0.02%	591
2014 Q4	–	Sell	-26,514	Closed	-$507K	–	664
2014 Q3	$507K	Hold	26,514	–	–	﹤0.01%	589
2014 Q2	$564K	Hold	26,514	–	–	﹤0.01%	594
2014 Q1	$653K	Buy	+26,514	New	+$631K	﹤0.01%	561

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

Calamos Advisors's HEI Position: Q2 2026 in Review

Calamos Advisors sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 6,564 shares — an estimated $1.8M sold.

Calamos Advisors first reported a position in HEI in Q1 2014 and held it in 12 quarters. The position peaked at $2.7M in Q2 2019. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Calamos Advisors reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 6,564 HEICO Corp shares in Q2 2026, an estimated $1.8M.
Calamos Advisors first reported a position in HEICO Corp in Q1 2014 and held it in 12 quarters.
Calamos Advisors's HEICO Corp position peaked at $2.7M in Q2 2019.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.