Lodestar Private Asset Management’s HEICO Corp HEI Stock Holding History

Lodestar Private Asset 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	–	Sell	-1,300	Closed	-$356K	–	235
2026 Q1	$356K	Sell	1,300 -50	-4%	-$16.1K	0.04%	174
2025 Q4	$437K	Hold	1,350	–	–	0.04%	159
2025 Q3	$436K	Hold	1,350	–	–	0.05%	161
2025 Q2	$443K	Sell	1,350 -1,400	-51%	-$387K	0.05%	152
2025 Q1	$735K	Sell	2,750 -750	-21%	-$183K	0.09%	112
2024 Q4	$832K	Hold	3,500	–	–	0.1%	108
2024 Q3	$915K	Hold	3,500	–	–	0.12%	101
2024 Q2	$783K	Hold	3,500	–	–	0.11%	107
2024 Q1	$669K	Hold	3,500	–	–	0.1%	118
2023 Q4	$626K	Sell	3,500 -250	-7%	-$42.3K	0.1%	119
2023 Q3	$607K	Sell	3,750 -233	-6%	-$39.5K	0.1%	115
2023 Q2	$705K	Hold	3,983	–	–	0.12%	106
2023 Q1	$681K	Hold	3,983	–	–	0.12%	107
2022 Q4	$612K	Buy	+3,983	New	+$620K	0.12%	109

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

Lodestar Private Asset Management's HEI Position: Q2 2026 in Review

Lodestar Private Asset Management sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 1,300 shares — an estimated $356K sold.

Lodestar Private Asset Management first reported a position in HEI in Q4 2022 and held it in 14 quarters. The position peaked at $915K in Q3 2024. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Lodestar Private Asset Management reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
Lodestar Private Asset Management sold 1,300 HEICO Corp shares in Q2 2026, an estimated $356K.
Lodestar Private Asset Management first reported a position in HEICO Corp in Q4 2022 and held it in 14 quarters.
Lodestar Private Asset Management's HEICO Corp position peaked at $915K in Q3 2024.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.