CI Investments Inc
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CI Investments Inc’s HEICO Corp HEI Stock Holding History

CI Investments Inc’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 		$4.03M Buy
11,303
+3,734
+49% +$1.14M 0.01% 385
2026
Q1 		$2.08M Sell
7,569
-156,467
-95% -$50.4M 0.01% 375
2025
Q4 		$53.1M Buy
164,036
+47,599
+41% +$15M 0.23% 98
2025
Q3 		$37.6M Buy
116,437
+7,162
+7% +$2.28M 0.14% 127
2025
Q2 		$35.8M Buy
109,275
+108,626
+16,737% +$30.1M 0.13% 136
2025
Q1 		$173K Sell
649
-26
-4% -$6.33K ﹤0.01% 765
2024
Q4 		$160K Buy
675
+140
+26% +$36.3K ﹤0.01% 805
2024
Q3 		$140K Buy
535
+9
+2% +$2.18K ﹤0.01% 757
2024
Q2 		$118K Buy
526
+168
+47% +$35.5K ﹤0.01% 769
2024
Q1 		$68K Buy
358
+55
+18% +$10.2K ﹤0.01% 968
2023
Q4 		$54K Sell
303
-204
-40% -$34.5K ﹤0.01% 961
2023
Q3 		$82K Buy
507
+16
+3% +$2.71K ﹤0.01% 865
2023
Q2 		$87K Buy
491
+10
+2% +$1.69K ﹤0.01% 814
2023
Q1 		$82K Sell
481
-6
-1% -$1.01K ﹤0.01% 779
2022
Q4 		$75K Buy
487
+315
+183% +$49K ﹤0.01% 821
2022
Q3 		$25K Buy
172
+35
+26% +$5.25K ﹤0.01% 992
2022
Q2 		$18K Sell
137
-30
-18% -$4.23K ﹤0.01% 986
2022
Q1 		$26K Sell
167
-57
-25% -$8.27K ﹤0.01% 1037
2021
Q4 		$32K Buy
224
+8
+4% +$1.13K ﹤0.01% 1057
2021
Q3 		$28K Hold
216
– – ﹤0.01% 1028
2021
Q2 		$30K Buy
216
+85
+65% +$11.7K ﹤0.01% 1000
2021
Q1 		$16K Sell
131
-47
-26% -$6.04K ﹤0.01% 977
2020
Q4 		$24K Buy
178
+154
+642% +$18.8K ﹤0.01% 910
2020
Q3 		$3K Buy
+24
New +$2.48K ﹤0.01% 923

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 $3.38T AUM 44.17% 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

CI Investments Inc's HEI Position: Q2 2026 in Review

CI Investments Inc increased its HEICO Corp (HEI) stake by 49% in Q2 2026, buying an estimated $1.14M and bringing the position to 11,303 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #385.

CI Investments Inc first reported a position in HEI in Q3 2020 and has held it in 24 quarters since. The position peaked at $53.1M in Q4 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • CI Investments Inc held 11,303 shares of HEICO Corp worth $4.03M as of Q2 2026.
  • CI Investments Inc bought 3,734 HEICO Corp shares in Q2 2026, an estimated $1.14M.
  • HEICO Corp made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #385 holding.
  • CI Investments Inc first reported a position in HEICO Corp in Q3 2020 and has held it in 24 quarters since.
  • CI Investments Inc's HEICO Corp position peaked at $53.1M in Q4 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.