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Investment House LLC’s HEICO Corp HEI Stock Holding History

Investment House LLC’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 		$276K Hold
775
– – 0.01% 206
2026
Q1 		$213K Hold
775
– – 0.01% 211
2025
Q4 		$251K Hold
775
– – 0.01% 200
2025
Q3 		$250K Hold
775
– – 0.01% 210
2025
Q2 		$254K Sell
775
-75
-9% -$20.8K 0.01% 201
2025
Q1 		$227K Buy
+850
New +$207K 0.01% 207

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

Investment House LLC's HEI Position: Q2 2026 in Review

Investment House LLC held its HEICO Corp (HEI) position steady in Q2 2026 at 775 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #206.

Investment House LLC first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Investment House LLC held 775 shares of HEICO Corp worth $276K as of Q2 2026.
  • Investment House LLC left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #206 holding.
  • Investment House LLC first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.