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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
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 $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KP Management's HEI Position: Q1 2026 in Review

KP Management increased its HEICO Corp (HEI) stake by 14% in Q1 2026, buying an estimated $1.29M and bringing the position to 32,750 shares worth $8.98M. The position accounts for 2.19% of the portfolio, ranked #13.

KP Management first reported a position in HEI in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.43M in Q2 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • KP Management held 32,750 shares of HEICO Corp worth $8.98M as of Q1 2026.
  • KP Management bought 4,000 HEICO Corp shares in Q1 2026, an estimated $1.29M.
  • HEICO Corp made up 2.19% of KP Management's portfolio in Q1 2026, its #13 holding.
  • KP Management first reported a position in HEICO Corp in Q4 2023 and has held it in 10 quarters since.
  • KP Management's HEICO Corp position peaked at $9.43M in Q2 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.