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Kera Capital Partners’s HEICO Corp HEI Stock Holding History

Kera Capital 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 		$428K Sell
1,203
-639
-35% -$194K 0.04% 377
2026
Q1 		$505K Sell
1,842
-646
-26% -$208K 0.06% 241
2025
Q4 		$823K Buy
2,488
+733
+42% +$232K 0.1% 118
2025
Q3 		$567K Buy
1,755
+332
+23% +$106K 0.09% 124
2025
Q2 		$467K Buy
+1,423
New +$394K 0.09% 100

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

Kera Capital Partners's HEI Position: Q2 2026 in Review

Kera Capital Partners reduced its HEICO Corp (HEI) stake by 35% in Q2 2026, selling an estimated $194K and leaving 1,203 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #377.

Kera Capital Partners first reported a position in HEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $823K in Q4 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Kera Capital Partners held 1,203 shares of HEICO Corp worth $428K as of Q2 2026.
  • Kera Capital Partners sold 639 HEICO Corp shares in Q2 2026, an estimated $194K.
  • HEICO Corp made up 0.04% of Kera Capital Partners's portfolio in Q2 2026, its #377 holding.
  • Kera Capital Partners first reported a position in HEICO Corp in Q2 2025 and has held it in 5 quarters since.
  • Kera Capital Partners's HEICO Corp position peaked at $823K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.