Congress Asset Management
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Congress Asset Management’s HEICO Corp HEI Stock Holding History

Congress 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
Q3 		$62M Sell
204,653
-6,102
-3% -$2.07M 0.4% 86
2026
Q2 		$75.1M Buy
210,755
+455
+0.2% +$138K 0.46% 87
2026
Q1 		$57.7M Sell
210,300
-12,997
-6% -$4.18M 0.41% 89
2025
Q4 		$72.3M Sell
223,297
-49,186
-18% -$15.5M 0.51% 74
2025
Q3 		$88M Sell
272,483
-35,974
-12% -$11.4M 0.59% 62
2025
Q2 		$101M Buy
308,457
+242,264
+366% +$67M 0.69% 46
2025
Q1 		$17.7M Buy
66,193
+828
+1% +$202K 0.13% 143
2024
Q4 		$15.5M Sell
65,365
-883
-1% -$229K 0.11% 157
2024
Q3 		$17.3M Sell
66,248
-726
-1% -$176K 0.12% 140
2024
Q2 		$15M Sell
66,974
-1,081
-2% -$228K 0.11% 146
2024
Q1 		$13M Sell
68,055
-20
-0% -$3.71K 0.09% 156
2023
Q4 		$12.2M Sell
68,075
-560
-0.8% -$94.8K 0.1% 162
2023
Q3 		$11.1M Sell
68,635
-258
-0.4% -$43.8K 0.1% 156
2023
Q2 		$12.2M Buy
68,893
+1,383
+2% +$233K 0.11% 155
2023
Q1 		$11.5M Buy
67,510
+1,013
+2% +$171K 0.11% 155
2022
Q4 		$10.2M Sell
66,497
-12,223
-16% -$1.9M 0.1% 157
2022
Q3 		$11.3M Sell
78,720
-577
-0.7% -$86.5K 0.12% 138
2022
Q2 		$10.4M Sell
79,297
-861
-1% -$121K 0.1% 156
2022
Q1 		$12.3M Sell
80,158
-2,312
-3% -$336K 0.1% 147
2021
Q4 		$11.9M Sell
82,470
-19,483
-19% -$2.75M 0.09% 149
2021
Q3 		$13.4M Buy
101,953
+22,335
+28% +$2.94M 0.1% 115
2021
Q2 		$11.1M Buy
79,618
+570
+0.7% +$78.6K 0.09% 126
2021
Q1 		$9.94M Buy
79,048
+22
+0% +$2.83K 0.09% 128
2020
Q4 		$10.5M Buy
79,026
+1,557
+2% +$190K 0.1% 116
2020
Q3 		$8.11M Buy
77,469
+9,130
+13% +$943K 0.09% 129
2020
Q2 		$6.81M Buy
68,339
+2,312
+4% +$213K 0.08% 134
2020
Q1 		$4.93M Buy
66,027
+1,067
+2% +$117K 0.08% 141
2019
Q4 		$7.42M Sell
64,960
-53
-0.1% -$6.52K 0.09% 136
2019
Q3 		$8.12M Sell
65,013
-2,175
-3% -$297K 0.1% 105
2019
Q2 		$8.99M Sell
67,188
-21,483
-24% -$2.39M 0.11% 101
2019
Q1 		$8.41M Sell
88,671
-5,083
-5% -$443K 0.11% 105
2018
Q4 		$7.26M Buy
93,754
+1,177
+1% +$98.1K 0.11% 111
2018
Q3 		$8.57M Buy
92,577
+194
+0.2% +$15.9K 0.11% 112
2018
Q2 		$6.74M Sell
92,383
-9,572
-9% -$695K 0.09% 137
2018
Q1 		$7.08M Sell
101,955
-11,307
-10% -$740K 0.1% 123
2017
Q4 		$5.47M Buy
113,262
+348
+0.3% +$16.2K 0.08% 154
2017
Q3 		$5.19M Buy
+112,914
New +$4.8M 0.08% 157

Other funds holding HEI

BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Congress Asset Management's HEI Position: Q3 2026 in Review

Congress Asset Management reduced its HEICO Corp (HEI) stake by 2.9% in Q3 2026, selling an estimated $2.07M and leaving 204,653 shares worth $62M. The position accounts for 0.4% of the portfolio, ranked #86.

Congress Asset Management first reported a position in HEI in Q3 2017 and has held it in 37 quarters since. The position peaked at $101M in Q2 2025. 63 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Congress Asset Management held 204,653 shares of HEICO Corp worth $62M as of Q3 2026.
  • Congress Asset Management sold 6,102 HEICO Corp shares in Q3 2026, an estimated $2.07M.
  • HEICO Corp made up 0.4% of Congress Asset Management's portfolio in Q3 2026, its #86 holding.
  • Congress Asset Management first reported a position in HEICO Corp in Q3 2017 and has held it in 37 quarters since.
  • Congress Asset Management's HEICO Corp position peaked at $101M in Q2 2025.
  • 63 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.