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John Overdeck’s HEICO Corp HEI Stock Holding History

John Overdeck’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
2020
Q4 		– Sell
-3,000
Closed -$314K – 3496
2020
Q3 		$314K Buy
+3,000
New +$310K ﹤0.01% 2558

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

John Overdeck's HEI Position: Q2 2026 in Review

John Overdeck reduced its HEICO Corp (HEI) stake by 25% in Q2 2026, selling an estimated $60.6M and leaving 602,031 shares worth $214M. The position accounts for 0.16% of the portfolio, ranked #142.

John Overdeck first reported a position in HEI in Q2 2013 and has held it in 42 quarters since. The position peaked at $220M in Q1 2026. 770 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • John Overdeck held 602,031 shares of HEICO Corp worth $214M as of Q2 2026.
  • John Overdeck sold 199,100 HEICO Corp shares in Q2 2026, an estimated $60.6M.
  • HEICO Corp made up 0.16% of John Overdeck's portfolio in Q2 2026, its #142 holding.
  • John Overdeck first reported a position in HEICO Corp in Q2 2013 and has held it in 42 quarters since.
  • John Overdeck's HEICO Corp position peaked at $220M in Q1 2026.
  • 770 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.