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Mar Vista Investment Partners’s HEICO Corp HEI Stock Holding History

Mar Vista 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 		$11.4M Sell
32,073
-15,653
-33% -$4.76M 1.14% 29
2026
Q1 		$13.1M Buy
47,726
+901
+2% +$290K 1.31% 27
2025
Q4 		$15.2M Sell
46,825
-576
-1% -$182K 1.39% 28
2025
Q3 		$15.3M Sell
47,401
-81
-0.2% -$25.8K 1.33% 30
2025
Q2 		$15.6M Sell
47,482
-62,947
-57% -$17.4M 1.19% 31
2025
Q1 		$29.5M Sell
110,429
-22,344
-17% -$5.44M 2.43% 23
2024
Q4 		$31.6M Sell
132,773
-10,960
-8% -$2.84M 2.16% 25
2024
Q3 		$37.6M Sell
143,733
-55,316
-28% -$13.4M 2.4% 22
2024
Q2 		$44.5M Sell
199,049
-28,786
-13% -$6.08M 2.19% 27
2024
Q1 		$43.5M Sell
227,835
-5,133
-2% -$953K 1.9% 28
2023
Q4 		$41.7M Sell
232,968
-28,289
-11% -$4.79M 1.9% 28
2023
Q3 		$42.3M Buy
261,257
+48,447
+23% +$8.22M 2.03% 28
2023
Q2 		$37.7M Buy
212,810
+187,703
+748% +$31.6M 1.58% 29
2023
Q1 		$4.29M Buy
+25,107
New +$4.23M 0.19% 37

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

Mar Vista Investment Partners's HEI Position: Q2 2026 in Review

Mar Vista Investment Partners reduced its HEICO Corp (HEI) stake by 33% in Q2 2026, selling an estimated $4.76M and leaving 32,073 shares worth $11.4M. The position accounts for 1.14% of the portfolio, ranked #29.

Mar Vista Investment Partners first reported a position in HEI in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.5M in Q2 2024. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Mar Vista Investment Partners held 32,073 shares of HEICO Corp worth $11.4M as of Q2 2026.
  • Mar Vista Investment Partners sold 15,653 HEICO Corp shares in Q2 2026, an estimated $4.76M.
  • HEICO Corp made up 1.14% of Mar Vista Investment Partners's portfolio in Q2 2026, its #29 holding.
  • Mar Vista Investment Partners first reported a position in HEICO Corp in Q1 2023 and has held it in 14 quarters since.
  • Mar Vista Investment Partners's HEICO Corp position peaked at $44.5M in Q2 2024.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Mar Vista Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.