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Calamos Wealth Management’s HEICO Corp HEI Stock Holding History

Calamos Wealth 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 		$2.34M Sell
6,558
-6
-0.1% -$1.82K 0.07% 142
2026
Q1 		$1.8M Sell
6,564
-7
-0.1% -$2.25K 0.06% 155
2025
Q4 		$2.13M Buy
6,571
+5,004
+319% +$1.58M 0.07% 124
2025
Q3 		$506K Sell
1,567
-9
-0.6% -$2.86K 0.02% 263
2025
Q2 		$517K Buy
1,576
+9
+0.6% +$2.49K 0.02% 234
2025
Q1 		$419K Buy
1,567
+7
+0.4% +$1.71K 0.02% 230
2024
Q4 		$371K Hold
1,560
– – 0.02% 242
2024
Q3 		$408K Hold
1,560
– – 0.02% 240
2024
Q2 		$349K Buy
1,560
+200
+15% +$42.2K 0.02% 238
2024
Q1 		$260K Hold
1,360
– – 0.01% 265
2023
Q4 		$243K Hold
1,360
– – 0.02% 265
2023
Q3 		$220K Hold
1,360
– – 0.02% 293
2023
Q2 		$241K Hold
1,360
– – 0.02% 284
2023
Q1 		$233K Hold
1,360
– – 0.02% 282
2022
Q4 		$209K Buy
+1,360
New +$212K 0.02% 301
2022
Q2 		– Sell
-1,363
Closed -$209K – 329
2022
Q1 		$209K Buy
+1,363
New +$198K 0.02% 319
2021
Q3 		– Sell
-1,484
Closed -$207K – 315
2021
Q2 		$207K Buy
+1,484
New +$205K 0.02% 308
2021
Q1 		– Sell
-1,644
Closed -$218K – 293
2020
Q4 		$218K Buy
+1,644
New +$201K 0.02% 271
2020
Q1 		– Sell
-2,083
Closed -$238K – 249
2019
Q4 		$238K Sell
2,083
-79
-4% -$9.72K 0.03% 217
2019
Q3 		$270K Sell
2,162
-24
-1% -$3.28K 0.04% 201
2019
Q2 		$293K Hold
2,186
– – 0.04% 193
2019
Q1 		$207K Buy
+2,186
New +$191K 0.03% 211
2018
Q4 		– Sell
-2,472
Closed -$229K – 235
2018
Q3 		$229K Buy
+2,472
New +$203K 0.03% 193

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

Calamos Wealth Management's HEI Position: Q2 2026 in Review

Calamos Wealth Management reduced its HEICO Corp (HEI) stake by 0.09% in Q2 2026, selling an estimated $1.82K and leaving 6,558 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #142.

Calamos Wealth Management first reported a position in HEI in Q3 2018 and has held it in 23 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Calamos Wealth Management held 6,558 shares of HEICO Corp worth $2.34M as of Q2 2026.
  • Calamos Wealth Management sold 6 HEICO Corp shares in Q2 2026, an estimated $1.82K.
  • HEICO Corp made up 0.07% of Calamos Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Calamos Wealth Management first reported a position in HEICO Corp in Q3 2018 and has held it in 23 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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