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	$1.07M	Hold	3,000	–	–	0.2%	78
2026 Q1	$823K	Buy	+3,000	New	+$966K	0.2%	78
2025 Q2	–	Sell	-10,000	Closed	-$2.67M	–	72
2025 Q1	$2.67M	Hold	10,000	–	–	0.92%	43
2024 Q4	$2.38M	Buy	+10,000	New	+$2.59M	0.74%	53
2024 Q1	–	Sell	-10,000	Closed	-$1.79M	–	82
2023 Q4	$1.79M	Buy	+10,000	New	+$1.69M	0.76%	57

Other funds holding HEI

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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.