Clear Harbor Asset Management’s HEICO Corp HEI Stock Holding History

Clear Harbor Asset 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	$9.62M	Buy	27,015 +1	+0%	+$304	0.59%	35
2026 Q1	$7.41M	Buy	27,014 +554	+2%	+$178K	0.51%	45
2025 Q4	$8.56M	Hold	26,460	–	–	0.58%	38
2025 Q3	$8.54M	Sell	26,460 -8	-0%	-$2.55K	0.59%	37
2025 Q2	$8.68M	Sell	26,468 -142	-0.5%	-$39.3K	0.65%	34
2025 Q1	$7.11M	Buy	26,610 +3,537	+15%	+$861K	0.56%	44
2024 Q4	$5.49M	Buy	23,073 +217	+0.9%	+$56.2K	0.44%	57
2024 Q3	$5.98M	Buy	22,856 +11	+0%	+$2.66K	0.49%	52
2024 Q2	$5.11M	Buy	22,845 +80	+0.4%	+$16.9K	0.44%	60
2024 Q1	$4.35M	Buy	22,765 +164	+0.7%	+$30.4K	0.38%	66
2023 Q4	$4.04M	Buy	22,601 +372	+2%	+$63K	0.37%	67
2023 Q3	$3.6M	Sell	22,229 -297	-1%	-$50.4K	0.37%	62
2023 Q2	$3.99M	Buy	22,526 +4,970	+28%	+$838K	0.39%	63
2023 Q1	$3M	Buy	+17,556	New	+$2.96M	0.31%	78

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

Clear Harbor Asset Management's HEI Position: Q2 2026 in Review

Clear Harbor Asset Management increased its HEICO Corp (HEI) stake by 0% in Q2 2026, buying an estimated $304 and bringing the position to 27,015 shares worth $9.62M. The position accounts for 0.59% of the portfolio, ranked #35.

Clear Harbor Asset Management first reported a position in HEI in Q1 2023 and has held it in 14 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Clear Harbor Asset Management held 27,015 shares of HEICO Corp worth $9.62M as of Q2 2026.
Clear Harbor Asset Management bought 1 HEICO Corp share in Q2 2026, an estimated $304.
HEICO Corp made up 0.59% of Clear Harbor Asset Management's portfolio in Q2 2026, its #35 holding.
Clear Harbor Asset Management first reported a position in HEICO Corp in Q1 2023 and has held it in 14 quarters since.
776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.