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Eagle Global Advisors’s HEICO Corp HEI Stock Holding History

Eagle Global Advisors’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 		$850K Buy
2,386
+925
+63% +$281K 0.03% 179
2026
Q1 		$401K Hold
1,461
– – 0.01% 219
2025
Q4 		$473K Hold
1,461
– – 0.02% 211
2025
Q3 		$472K Hold
1,461
– – 0.02% 209
2025
Q2 		$479K Hold
1,461
– – 0.02% 199
2025
Q1 		$390K Hold
1,461
– – 0.02% 217
2024
Q4 		$347K Hold
1,461
– – 0.01% 221
2024
Q3 		$382K Hold
1,461
– – 0.02% 200
2024
Q2 		$327K Sell
1,461
-200
-12% -$42.2K 0.02% 200
2024
Q1 		$317K Buy
1,661
+184
+12% +$34.1K 0.02% 198
2023
Q4 		$264K Buy
+1,477
New +$250K 0.02% 209

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eagle Global Advisors's HEI Position: Q2 2026 in Review

Eagle Global Advisors increased its HEICO Corp (HEI) stake by 63% in Q2 2026, buying an estimated $281K and bringing the position to 2,386 shares worth $850K. The position accounts for 0.03% of the portfolio, ranked #179.

Eagle Global Advisors first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. 374 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Eagle Global Advisors held 2,386 shares of HEICO Corp worth $850K as of Q2 2026.
  • Eagle Global Advisors bought 925 HEICO Corp shares in Q2 2026, an estimated $281K.
  • HEICO Corp made up 0.03% of Eagle Global Advisors's portfolio in Q2 2026, its #179 holding.
  • Eagle Global Advisors first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
  • 374 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.