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KP Management’s HEICO Corp HEI Stock Holding History

KP 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 		$12M Buy
33,750
+1,000
+3% +$304K 2.26% 12
2026
Q1 		$8.98M Buy
32,750
+4,000
+14% +$1.29M 2.19% 13
2025
Q4 		$9.3M Hold
28,750
– – 2.57% 8
2025
Q3 		$9.28M Hold
28,750
– – 2.94% 6
2025
Q2 		$9.43M Sell
28,750
-4,492
-14% -$1.24M 3.47% 4
2025
Q1 		$8.88M Sell
33,242
-500
-1% -$122K 3.07% 6
2024
Q4 		$8.02M Buy
33,742
+3,992
+13% +$1.03M 2.51% 8
2024
Q3 		$7.78M Hold
29,750
– – 2.51% 7
2024
Q2 		$6.65M Hold
29,750
– – 2.31% 9
2024
Q1 		$5.68M Hold
29,750
– – 2.2% 14
2023
Q4 		$5.32M Buy
+29,750
New +$5.04M 2.28% 12

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

KP Management's HEI Position: Q2 2026 in Review

KP Management increased its HEICO Corp (HEI) stake by 3.1% in Q2 2026, buying an estimated $304K and bringing the position to 33,750 shares worth $12M. The position accounts for 2.26% of the portfolio, ranked #12.

KP Management first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • KP Management held 33,750 shares of HEICO Corp worth $12M as of Q2 2026.
  • KP Management bought 1,000 HEICO Corp shares in Q2 2026, an estimated $304K.
  • HEICO Corp made up 2.26% of KP Management's portfolio in Q2 2026, its #12 holding.
  • KP Management first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on KP Management's 13F filing for Q2 2026, filed 14 Aug 2026.