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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's HEI Position: Q1 2026 in Review

Kovitz Investment Group Partners held its HEICO Corp (HEI) position steady in Q1 2026 at 6,931 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #234.

Kovitz Investment Group Partners first reported a position in HEI in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.46M in Q3 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

Kovitz Investment Group Partners held 6,931 shares of HEICO Corp worth $1.9M as of Q1 2026.
Kovitz Investment Group Partners left its HEICO Corp share count unchanged in Q1 2026.
HEICO Corp made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #234 holding.
Kovitz Investment Group Partners first reported a position in HEICO Corp in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's HEICO Corp position peaked at $3.46M in Q3 2025.
737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.