LIP
HEI icon

Lighthouse Investment Partners’s HEICO Corp HEI Stock Holding History

Lighthouse Investment 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 		– Sell
-5,274
Closed -$1.45M – 832
2026
Q1 		$1.45M Buy
+5,274
New +$1.7M 0.05% 361

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

Lighthouse Investment Partners's HEI Position: Q2 2026 in Review

Lighthouse Investment Partners sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 5,274 shares — an estimated $1.45M sold.

Lighthouse Investment Partners first reported a position in HEI in Q1 2026 and held it in 1 quarter. The position peaked at $1.45M in Q1 2026. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Lighthouse Investment Partners reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 5,274 HEICO Corp shares in Q2 2026, an estimated $1.45M.
  • Lighthouse Investment Partners first reported a position in HEICO Corp in Q1 2026 and held it in 1 quarter.
  • Lighthouse Investment Partners's HEICO Corp position peaked at $1.45M in Q1 2026.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.