K.J. Harrison & Partners’s HEICO Corp HEI Stock Holding History

K.J. Harrison & Partners’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	$4.27M	Sell	12,000 -300	-2%	-$91.3K	0.61%	52
2026 Q1	$3.37M	Hold	12,300	–	–	0.55%	54
2025 Q4	$3.98M	Sell	12,300 -1,040	-8%	-$329K	0.53%	54
2025 Q3	$4.24M	Sell	13,340 -1,200	-8%	-$382K	0.61%	48
2025 Q2	$4.77M	Sell	14,540 -1,000	-6%	-$277K	0.79%	37
2025 Q1	$4.15M	Sell	15,540 -4,000	-20%	-$974K	0.81%	35
2024 Q4	$4.63M	Buy	19,540 +2,000	+11%	+$518K	0.73%	36
2024 Q3	$4.58M	Sell	17,540 -4,000	-19%	-$968K	0.69%	34
2024 Q2	$4.82M	Buy	21,540 +3,000	+16%	+$633K	0.79%	34
2024 Q1	$3.54M	Buy	18,540 +1,940	+12%	+$360K	0.55%	53
2023 Q4	$2.97M	Sell	16,600 -180	-1%	-$30.5K	0.5%	60
2023 Q3	$2.72M	Hold	16,780	–	–	0.61%	55
2023 Q2	$2.96M	Buy	16,780 +1,000	+6%	+$169K	0.54%	61
2023 Q1	$2.7M	Hold	15,780	–	–	0.55%	60
2022 Q4	$3.28M	Hold	15,780	–	–	0.64%	51
2022 Q3	$2.27M	Sell	15,780 -120	-0.8%	-$18K	0.8%	37
2022 Q2	$2.09M	Hold	15,900	–	–	0.56%	56
2022 Q1	$2.44M	Hold	15,900	–	–	0.39%	74
2021 Q4	$2.3M	Hold	15,900	–	–	0.32%	98
2021 Q3	$2.11M	Hold	15,900	–	–	0.31%	99
2021 Q2	$2.22M	Hold	15,900	–	–	0.23%	94
2021 Q1	$2M	Hold	15,900	–	–	0.31%	96
2020 Q4	$2.1M	Hold	15,900	–	–	0.34%	92
2020 Q3	$1.67M	Hold	15,900	–	–	0.34%	97
2020 Q2	$1.58M	Sell	15,900 -2,530	-14%	-$234K	0.43%	78
2020 Q1	$1.38M	Sell	18,430 -10,570	-36%	-$1.16M	0.77%	41
2019 Q4	$3.31M	Buy	29,000 +7,000	+32%	+$861K	0.83%	49
2019 Q3	$2.75M	Buy	22,000 +5,000	+29%	+$684K	0.76%	42
2019 Q2	$2.27M	Buy	17,000 +5,000	+42%	+$556K	0.72%	47
2019 Q1	$1.14M	Hold	12,000	–	–	0.4%	78
2018 Q4	$930K	Sell	12,000 -16,750	-58%	-$1.4M	0.57%	54
2018 Q3	$2.66M	Hold	28,750	–	–	0.68%	51
2018 Q2	$2.1M	Buy	28,750 +1,562	+6%	+$113K	0.6%	65
2018 Q1	$1.89M	Buy	27,188 +2,774	+11%	+$181K	0.62%	64
2017 Q4	$1.18M	Hold	24,414	–	–	0.4%	81
2017 Q3	$1.12M	Hold	24,414	–	–	0.39%	77
2017 Q2	$898K	Hold	24,414	–	–	0.35%	91
2017 Q1	$872K	Hold	24,414	–	–	0.36%	84
2016 Q4	$772K	Hold	24,414	–	–	0.31%	95
2016 Q3	$692K	Sell	24,414 -5,737	-19%	-$162K	0.33%	96
2016 Q2	$825K	Sell	30,151 -9,156	-23%	-$237K	0.44%	80
2016 Q1	$968K	Sell	39,307 -62,988	-62%	-$1.45M	0.52%	70
2015 Q4	$2.28M	Buy	102,295 +14,649	+17%	+$305K	1%	32
2015 Q3	$1.75M	Sell	87,646 -12,208	-12%	-$266K	0.86%	39
2015 Q2	$2.38M	Hold	99,854	–	–	0.71%	44
2015 Q1	$2.5M	Buy	99,854 +26,612	+36%	+$656K	0.73%	46
2014 Q4	$1.81M	Hold	73,242	–	–	0.52%	59
2014 Q3	$1.4M	Buy	73,242 +2,441	+3%	+$50.9K	0.39%	72
2014 Q2	$1.51M	Buy	70,801 +14,649	+26%	+$329K	0.43%	71
2014 Q1	$1.38M	Buy	56,152 +13,427	+31%	+$319K	0.41%	74
2013 Q4	$1.08M	Hold	42,725	–	–	0.32%	82
2013 Q3	$948K	Sell	42,725 -3,051	-7%	-$59.9K	0.35%	77
2013 Q2	$756K	Buy	+45,776	New	+$701K	0.3%	82

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

K.J. Harrison & Partners's HEI Position: Q2 2026 in Review

K.J. Harrison & Partners reduced its HEICO Corp (HEI) stake by 2.4% in Q2 2026, selling an estimated $91.3K and leaving 12,000 shares worth $4.27M. The position accounts for 0.61% of the portfolio, ranked #52.

K.J. Harrison & Partners first reported a position in HEI in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.82M in Q2 2024. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

K.J. Harrison & Partners held 12,000 shares of HEICO Corp worth $4.27M as of Q2 2026.
K.J. Harrison & Partners sold 300 HEICO Corp shares in Q2 2026, an estimated $91.3K.
HEICO Corp made up 0.61% of K.J. Harrison & Partners's portfolio in Q2 2026, its #52 holding.
K.J. Harrison & Partners first reported a position in HEICO Corp in Q2 2013 and has held it in 53 quarters since.
K.J. Harrison & Partners's HEICO Corp position peaked at $4.82M in Q2 2024.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on K.J. Harrison & Partners's 13F filing for Q2 2026, filed 7 Aug 2026.