Essex Savings Bank’s HEICO Corp HEI Stock Holding History

Essex Savings Bank’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	$239K	Buy	+672	New	+$204K	0.05%	280
2026 Q1	–	Sell	-660	Closed	-$214K	–	315
2025 Q4	$214K	Buy	660 +1	+0.2%	+$316	0.05%	297
2025 Q3	$213K	Sell	659 -12	-2%	-$3.82K	0.05%	296
2025 Q2	$220K	Buy	+671	New	+$186K	0.05%	281

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Essex Savings Bank's HEI Position: Q2 2026 in Review

Essex Savings Bank opened a new position in HEICO Corp (HEI) in Q2 2026: 672 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings. This is a return to the name: Essex Savings Bank previously reported a position in HEI as recently as Q4 2025.

Essex Savings Bank first reported a position in HEI in Q2 2025 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Essex Savings Bank held 672 shares of HEICO Corp worth $239K as of Q2 2026.
HEICO Corp was a new Essex Savings Bank position in Q2 2026.
HEICO Corp made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #280 holding.
Essex Savings Bank first reported a position in HEICO Corp in Q2 2025 and has held it in 4 quarters since.
309 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.