Chicago Partners Investment Group’s HEICO Corp HEI Stock Holding History

Chicago Partners Investment Group’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	$497K	Buy	1,459 +21	+1%	+$6.39K	0.01%	1001
2026 Q1	$386K	Sell	1,438 -406	-22%	-$131K	0.01%	1016
2025 Q4	$617K	Buy	1,844 +179	+11%	+$56.6K	0.02%	655
2025 Q3	$520K	Buy	1,665 +835	+101%	+$266K	0.01%	682
2025 Q2	$267K	Buy	+830	New	+$230K	0.01%	903
2018 Q4	–	Sell	-254	Closed	-$20K	–	578
2018 Q3	$20K	Buy	+254	New	+$20.9K	﹤0.01%	685

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

Chicago Partners Investment Group's HEI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its HEICO Corp (HEI) stake by 1.5% in Q2 2026, buying an estimated $6.39K and bringing the position to 1,459 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #1001.

Chicago Partners Investment Group first reported a position in HEI in Q3 2018 and has held it in 6 quarters since. The position peaked at $617K in Q4 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Chicago Partners Investment Group held 1,459 shares of HEICO Corp worth $497K as of Q2 2026.
Chicago Partners Investment Group bought 21 HEICO Corp shares in Q2 2026, an estimated $6.39K.
HEICO Corp made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1001 holding.
Chicago Partners Investment Group first reported a position in HEICO Corp in Q3 2018 and has held it in 6 quarters since.
Chicago Partners Investment Group's HEICO Corp position peaked at $617K in Q4 2025.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.