Jacobs Levy Equity Management’s HEICO Corp HEI Stock Holding History

Jacobs Levy Equity Management’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	$936K	Hold	2,628	–	–	﹤0.01%	721
2026 Q1	$721K	Hold	2,628	–	–	﹤0.01%	765
2025 Q4	$850K	Hold	2,628	–	–	﹤0.01%	711
2025 Q3	$848K	Sell	2,628 -428	-14%	-$136K	﹤0.01%	749
2025 Q2	$1M	Buy	+3,056	New	+$845K	﹤0.01%	756
2016 Q2	–	Sell	-11,377	Closed	-$280K	–	1183
2016 Q1	$280K	Buy	+11,377	New	+$262K	0.01%	889

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobs Levy Equity Management's HEI Position: Q2 2026 in Review

Jacobs Levy Equity Management held its HEICO Corp (HEI) position steady in Q2 2026 at 2,628 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Jacobs Levy Equity Management first reported a position in HEI in Q1 2016 and has held it in 6 quarters since. The position peaked at $1M in Q2 2025. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Jacobs Levy Equity Management held 2,628 shares of HEICO Corp worth $936K as of Q2 2026.
Jacobs Levy Equity Management left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #721 holding.
Jacobs Levy Equity Management first reported a position in HEICO Corp in Q1 2016 and has held it in 6 quarters since.
Jacobs Levy Equity Management's HEICO Corp position peaked at $1M in Q2 2025.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.