GI
HEI icon

GAMMA Investing’s HEICO Corp HEI Stock Holding History

GAMMA Investing’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 		$919K Buy
3,032
+994
+49% +$338K 0.03% 457
2026
Q2 		$726K Buy
2,038
+164
+9% +$49.9K 0.03% 502
2026
Q1 		$514K Buy
1,874
+171
+10% +$55.1K 0.02% 559
2025
Q4 		$551K Sell
1,703
-112
-6% -$35.4K 0.03% 499
2025
Q3 		$586K Buy
1,815
+139
+8% +$44.2K 0.03% 455
2025
Q2 		$550K Buy
1,676
+295
+21% +$81.6K 0.03% 447
2025
Q1 		$369K Buy
1,381
+43
+3% +$10.5K 0.03% 520
2024
Q4 		$318K Buy
1,338
+413
+45% +$107K 0.03% 519
2024
Q3 		$242K Buy
925
+70
+8% +$16.9K 0.02% 541
2024
Q2 		$191K Buy
855
+121
+16% +$25.5K 0.03% 512
2024
Q1 		$140K Buy
734
+153
+26% +$28.4K 0.03% 517
2023
Q4 		$104K Buy
+581
New +$98.4K 0.03% 533

Other funds holding HEI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing's HEI Position: Q3 2026 in Review

GAMMA Investing increased its HEICO Corp (HEI) stake by 49% in Q3 2026, buying an estimated $338K and bringing the position to 3,032 shares worth $919K. The position accounts for 0.03% of the portfolio, ranked #457.

GAMMA Investing first reported a position in HEI in Q4 2023 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • GAMMA Investing held 3,032 shares of HEICO Corp worth $919K as of Q3 2026.
  • GAMMA Investing bought 994 HEICO Corp shares in Q3 2026, an estimated $338K.
  • HEICO Corp made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #457 holding.
  • GAMMA Investing first reported a position in HEICO Corp in Q4 2023 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.