C
HEI icon

Certuity’s HEICO Corp HEI Stock Holding History

Certuity’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
-739
Closed -$203K – 697
2026
Q1 		$203K Sell
739
-238
-24% -$76.6K 0.01% 600
2025
Q4 		$316K Buy
+977
New +$309K 0.02% 396

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
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
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Certuity's HEI Position: Q2 2026 in Review

Certuity sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 739 shares — an estimated $203K sold.

Certuity first reported a position in HEI in Q4 2025 and held it in 2 quarters. The position peaked at $316K in Q4 2025. 211 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Certuity reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Certuity sold 739 HEICO Corp shares in Q2 2026, an estimated $203K.
  • Certuity first reported a position in HEICO Corp in Q4 2025 and held it in 2 quarters.
  • Certuity's HEICO Corp position peaked at $316K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.