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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
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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

GAMMA Investing's HEI Position: Q2 2026 in Review

GAMMA Investing increased its HEICO Corp (HEI) stake by 8.8% in Q2 2026, buying an estimated $49.9K and bringing the position to 2,038 shares worth $726K. The position accounts for 0.03% of the portfolio, ranked #502.

GAMMA Investing first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • GAMMA Investing held 2,038 shares of HEICO Corp worth $726K as of Q2 2026.
  • GAMMA Investing bought 164 HEICO Corp shares in Q2 2026, an estimated $49.9K.
  • HEICO Corp made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #502 holding.
  • GAMMA Investing first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
  • 94 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.