Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s HEICO Corp HEI Stock Holding History

Kovitz Investment Group 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 		$1.78M Sell
5,006
-1,925
-28% -$586K 0.04% 246
2026
Q1 		$1.9M Hold
6,931
– – 0.04% 234
2025
Q4 		$2.24M Sell
6,931
-3,775
-35% -$1.19M 0.05% 218
2025
Q3 		$3.46M Buy
10,706
+358
+3% +$114K 0.01% 530
2025
Q2 		$3.39M Sell
10,348
-282
-3% -$78K 0.01% 512
2025
Q1 		$2.84M Sell
10,630
-170
-2% -$41.4K 0.01% 511
2024
Q4 		$2.57M Sell
10,800
-135
-1% -$35K 0.01% 529
2024
Q3 		$2.88M Sell
10,935
-1,058
-9% -$256K 0.02% 431
2024
Q2 		$2.68M Buy
11,993
+6,909
+136% +$1.46M 0.02% 378
2024
Q1 		$971K Buy
+5,084
New +$944K 0.01% 412

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's HEI Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its HEICO Corp (HEI) stake by 28% in Q2 2026, selling an estimated $586K and leaving 5,006 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #246.

Kovitz Investment Group Partners first reported a position in HEI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.46M in Q3 2025. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Kovitz Investment Group Partners held 5,006 shares of HEICO Corp worth $1.78M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,925 HEICO Corp shares in Q2 2026, an estimated $586K.
  • HEICO Corp made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #246 holding.
  • Kovitz Investment Group Partners first reported a position in HEICO Corp in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's HEICO Corp position peaked at $3.46M in Q3 2025.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.