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Lombard Odier Asset Management (Switzerland)’s HEICO Corp HEI Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
-1,027
Closed -$282K – 462
2026
Q1 		$282K Buy
+1,027
New +$331K 0.01% 430

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
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State Street
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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

Lombard Odier Asset Management (Switzerland)'s HEI Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 1,027 shares — an estimated $282K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in HEI in Q1 2026 and held it in 1 quarter. The position peaked at $282K in Q1 2026. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Lombard Odier Asset Management (Switzerland) reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 1,027 HEICO Corp shares in Q2 2026, an estimated $282K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in HEICO Corp in Q1 2026 and held it in 1 quarter.
  • Lombard Odier Asset Management (Switzerland)'s HEICO Corp position peaked at $282K in Q1 2026.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.