IFM Investors’s HEICO Corp HEI Stock Holding History

IFM Investors’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	$1.38M	Sell	3,862 -344	-8%	-$105K	0.01%	556
2026 Q1	$1.15M	Buy	4,206 +183	+5%	+$58.9K	0.01%	562
2025 Q4	$1.3M	Sell	4,023 -27	-0.7%	-$8.53K	0.01%	541
2025 Q3	$1.3M	Hold	4,050	–	–	0.01%	530
2025 Q2	$1.33M	Sell	4,050 -113	-3%	-$31.3K	0.01%	524
2025 Q1	$1.11M	Hold	4,163	–	–	0.01%	562
2024 Q4	$990K	Sell	4,163 -1,067	-20%	-$276K	0.01%	591
2024 Q3	$1.37M	Sell	5,230 -509	-9%	-$123K	0.01%	569
2024 Q2	$1.28M	Hold	5,739	–	–	0.01%	579
2024 Q1	$1.1M	Hold	5,739	–	–	0.01%	582
2023 Q4	$1.03M	Sell	5,739 -533	-8%	-$90.2K	0.01%	547
2023 Q3	$1.02M	Buy	6,272 +1,095	+21%	+$186K	0.01%	591
2023 Q2	$916K	Sell	5,177 -77	-1%	-$13K	0.01%	597
2023 Q1	$899K	Buy	5,254 +175	+3%	+$29.5K	0.01%	589
2022 Q4	$780K	Sell	5,079 -5,183	-51%	-$807K	0.01%	589
2022 Q3	$1.48M	Sell	10,262 -785	-7%	-$118K	0.03%	515
2022 Q2	$1.45M	Buy	11,047 +4,558	+70%	+$642K	0.03%	521
2022 Q1	$996K	Buy	6,489 +2,831	+77%	+$411K	0.02%	586
2021 Q4	$528K	Hold	3,658	–	–	0.01%	596
2021 Q3	$482K	Hold	3,658	–	–	0.01%	583
2021 Q2	$510K	Hold	3,658	–	–	0.01%	601
2021 Q1	$460K	Hold	3,658	–	–	0.01%	594
2020 Q4	$484K	Sell	3,658 -495	-12%	-$60.4K	0.02%	589
2020 Q3	$435K	Buy	4,153 +1,911	+85%	+$197K	0.02%	573
2020 Q2	$223K	Sell	2,242 -3,099	-58%	-$286K	0.01%	589
2020 Q1	$411K	Sell	5,341 -314	-6%	-$34.3K	0.02%	555
2019 Q4	$646K	Sell	5,655 -1	-0%	-$123	0.02%	568
2019 Q3	$706K	Buy	5,656 +3,596	+175%	+$492K	0.03%	540
2019 Q2	$276K	Buy	+2,060	New	+$229K	0.02%	600

Other funds holding HEI

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

IFM Investors's HEI Position: Q2 2026 in Review

IFM Investors reduced its HEICO Corp (HEI) stake by 8.2% in Q2 2026, selling an estimated $105K and leaving 3,862 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #556.

IFM Investors first reported a position in HEI in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.48M in Q3 2022. 154 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

IFM Investors held 3,862 shares of HEICO Corp worth $1.38M as of Q2 2026.
IFM Investors sold 344 HEICO Corp shares in Q2 2026, an estimated $105K.
HEICO Corp made up 0.01% of IFM Investors's portfolio in Q2 2026, its #556 holding.
IFM Investors first reported a position in HEICO Corp in Q2 2019 and has held it in 29 quarters since.
IFM Investors's HEICO Corp position peaked at $1.48M in Q3 2022.
154 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.