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J. Goldman & Co’s HEICO Corp HEI Stock Holding History

J. Goldman & Co’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 		$7.77M Buy
+21,810
New +$6.63M 0.2% 138
2024
Q3 		– Sell
-13,194
Closed -$2.95M – 521
2024
Q2 		$2.95M Buy
+13,194
New +$2.79M 0.08% 213
2023
Q3 		– Sell
-68,231
Closed -$12.1M – 408
2023
Q2 		$12.1M Buy
+68,231
New +$11.5M 0.44% 74
2020
Q1 		– Sell
-17,427
Closed -$1.99M – 291
2019
Q4 		$1.99M Buy
+17,427
New +$2.14M 0.14% 137

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

J. Goldman & Co's HEI Position: Q2 2026 in Review

J. Goldman & Co opened a new position in HEICO Corp (HEI) in Q2 2026: 21,810 shares worth $7.77M. The stake represents 0.2% of the portfolio and ranks #138 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in HEI as recently as Q2 2024.

J. Goldman & Co first reported a position in HEI in Q4 2019 and has held it in 4 quarters since. The position peaked at $12.1M in Q2 2023. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • J. Goldman & Co held 21,810 shares of HEICO Corp worth $7.77M as of Q2 2026.
  • HEICO Corp was a new J. Goldman & Co position in Q2 2026.
  • HEICO Corp made up 0.2% of J. Goldman & Co's portfolio in Q2 2026, its #138 holding.
  • J. Goldman & Co first reported a position in HEICO Corp in Q4 2019 and has held it in 4 quarters since.
  • J. Goldman & Co's HEICO Corp position peaked at $12.1M in Q2 2023.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.