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DSM Capital Partners’s HEICO Corp HEI Stock Holding History

DSM Capital Partners’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 		$411K Buy
1,155
+348
+43% +$106K 0.01% 47
2026
Q1 		$221K Buy
807
+41
+5% +$13.2K ﹤0.01% 41
2025
Q4 		$248K Buy
+766
New +$242K ﹤0.01% 43
2024
Q4 		– Sell
-101
Closed -$26.4K – 68
2024
Q3 		$26.4K Hold
101
– – ﹤0.01% 82
2024
Q2 		$22.6K Hold
101
– – ﹤0.01% 88
2024
Q1 		$19.3K Hold
101
– – ﹤0.01% 102
2023
Q4 		$18.1K Buy
+101
New +$17.1K ﹤0.01% 112

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 $3.37T AUM 44.26% 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

DSM Capital Partners's HEI Position: Q2 2026 in Review

DSM Capital Partners increased its HEICO Corp (HEI) stake by 43% in Q2 2026, buying an estimated $106K and bringing the position to 1,155 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #47.

DSM Capital Partners first reported a position in HEI in Q4 2023 and has held it in 7 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • DSM Capital Partners held 1,155 shares of HEICO Corp worth $411K as of Q2 2026.
  • DSM Capital Partners bought 348 HEICO Corp shares in Q2 2026, an estimated $106K.
  • HEICO Corp made up 0.01% of DSM Capital Partners's portfolio in Q2 2026, its #47 holding.
  • DSM Capital Partners first reported a position in HEICO Corp in Q4 2023 and has held it in 7 quarters since.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.