Cromwell Holdings’s HEICO Corp HEI Stock Holding History

Cromwell Holdings’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	$4.63K	Buy	13 +6	+86%	+$1.82K	﹤0.01%	677
2026 Q1	$1.92K	Buy	7 +3	+75%	+$966	﹤0.01%	726
2025 Q4	$1.29K	Hold	4	–	–	﹤0.01%	780
2025 Q3	$1.29K	Hold	4	–	–	﹤0.01%	783
2025 Q2	$1.31K	Hold	4	–	–	﹤0.01%	759
2025 Q1	$1.07K	Buy	+4	New	+$974	﹤0.01%	646

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

Cromwell Holdings's HEI Position: Q2 2026 in Review

Cromwell Holdings increased its HEICO Corp (HEI) stake by 86% in Q2 2026, buying an estimated $1.82K and bringing the position to 13 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Cromwell Holdings first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Cromwell Holdings held 13 shares of HEICO Corp worth $4.63K as of Q2 2026.
Cromwell Holdings bought 6 HEICO Corp shares in Q2 2026, an estimated $1.82K.
HEICO Corp made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #677 holding.
Cromwell Holdings first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.