Fourpath Capital Management’s HEICO Corp HEI Stock Holding History

Fourpath Capital 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	$269K	Sell	886 -2,317	-72%	-$788K	0.03%	194
2026 Q2	$1.14M	Sell	3,203 -7	-0.2%	-$2.13K	0.15%	108
2026 Q1	$880K	Buy	3,210 +2,348	+272%	+$756K	0.13%	114
2025 Q4	$279K	Hold	862	–	–	0.04%	191
2025 Q3	$278K	Hold	862	–	–	0.04%	190
2025 Q2	$283K	Hold	862	–	–	0.04%	192
2025 Q1	$230K	Buy	862 +1	+0.1%	+$244	0.04%	202
2024 Q4	$205K	Hold	861	–	–	0.04%	219
2024 Q3	$225K	Buy	+861	New	+$208K	0.04%	211

Other funds holding HEI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Fourpath Capital Management's HEI Position: Q3 2026 in Review

Fourpath Capital Management reduced its HEICO Corp (HEI) stake by 72% in Q3 2026, selling an estimated $788K and leaving 886 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #194.

Fourpath Capital Management first reported a position in HEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q2 2026. 137 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

Fourpath Capital Management held 886 shares of HEICO Corp worth $269K as of Q3 2026.
Fourpath Capital Management sold 2,317 HEICO Corp shares in Q3 2026, an estimated $788K.
HEICO Corp made up 0.03% of Fourpath Capital Management's portfolio in Q3 2026, its #194 holding.
Fourpath Capital Management first reported a position in HEICO Corp in Q3 2024 and has held it in 9 quarters since.
Fourpath Capital Management's HEICO Corp position peaked at $1.14M in Q2 2026.
137 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.