Koshinski Asset Management
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Koshinski Asset Management’s HEICO Corp HEI Stock Holding History

Koshinski Asset 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 		$293K Hold
823
– – 0.02% 621
2026
Q1 		$226K Buy
823
+104
+14% +$33.5K 0.01% 672
2025
Q4 		$233K Hold
719
– – 0.02% 637
2025
Q3 		$232K Sell
719
-4
-0.6% -$1.27K 0.02% 644
2025
Q2 		$237K Buy
+723
New +$200K 0.02% 600
2022
Q2 		– Sell
-389
Closed -$59.7K – 1172
2022
Q1 		$59.7K Buy
389
+48
+14% +$6.97K ﹤0.01% 1026
2021
Q4 		$49.2K Sell
341
-42
-11% -$5.92K ﹤0.01% 1134
2021
Q3 		$50.5K Buy
+383
New +$50.4K ﹤0.01% 1101

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

Koshinski Asset Management's HEI Position: Q2 2026 in Review

Koshinski Asset Management held its HEICO Corp (HEI) position steady in Q2 2026 at 823 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #621.

Koshinski Asset Management first reported a position in HEI in Q3 2021 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Koshinski Asset Management held 823 shares of HEICO Corp worth $293K as of Q2 2026.
  • Koshinski Asset Management left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #621 holding.
  • Koshinski Asset Management first reported a position in HEICO Corp in Q3 2021 and has held it in 8 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.