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Freestone Grove Partners’s HEICO Corp HEI Stock Holding History

Freestone Grove 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 		$50.3M Buy
141,150
+28,949
+26% +$8.81M 0.32% 83
2026
Q1 		$30.8M Buy
+112,201
New +$36.1M 0.22% 157
2025
Q3 		– Sell
-122,237
Closed -$40.1M – 796
2025
Q2 		$40.1M Buy
122,237
+42,494
+53% +$11.8M 0.3% 126
2025
Q1 		$21.3M Sell
79,743
-219,027
-73% -$53.3M 0.22% 156
2024
Q4 		$71M Buy
+298,770
New +$77.4M 0.87% 15

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

Freestone Grove Partners's HEI Position: Q2 2026 in Review

Freestone Grove Partners increased its HEICO Corp (HEI) stake by 26% in Q2 2026, buying an estimated $8.81M and bringing the position to 141,150 shares worth $50.3M. The position accounts for 0.32% of the portfolio, ranked #83.

Freestone Grove Partners first reported a position in HEI in Q4 2024 and has held it in 5 quarters since. The position peaked at $71M in Q4 2024. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Freestone Grove Partners held 141,150 shares of HEICO Corp worth $50.3M as of Q2 2026.
  • Freestone Grove Partners bought 28,949 HEICO Corp shares in Q2 2026, an estimated $8.81M.
  • HEICO Corp made up 0.32% of Freestone Grove Partners's portfolio in Q2 2026, its #83 holding.
  • Freestone Grove Partners first reported a position in HEICO Corp in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's HEICO Corp position peaked at $71M in Q4 2024.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.