HIP
HEI icon

HUB Investment Partners’s HEICO Corp HEI Stock Holding History

HUB Investment 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 		$282K Sell
791
-21
-3% -$6.39K 0.01% 1032
2026
Q1 		$223K Sell
812
-415
-34% -$134K 0.01% 951
2025
Q4 		$397K Buy
1,227
+232
+23% +$73.3K 0.01% 559
2025
Q3 		$321K Buy
+995
New +$317K 0.01% 519

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

HUB Investment Partners's HEI Position: Q2 2026 in Review

HUB Investment Partners reduced its HEICO Corp (HEI) stake by 2.6% in Q2 2026, selling an estimated $6.39K and leaving 791 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #1032.

HUB Investment Partners first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $397K in Q4 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • HUB Investment Partners held 791 shares of HEICO Corp worth $282K as of Q2 2026.
  • HUB Investment Partners sold 21 HEICO Corp shares in Q2 2026, an estimated $6.39K.
  • HEICO Corp made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1032 holding.
  • HUB Investment Partners first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • HUB Investment Partners's HEICO Corp position peaked at $397K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.