Marquette Asset Management’s HEICO Corp HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.49K Buy
7
+1
+17% +$304 ﹤0.01% 556
2026
Q1
$1.65K Sell
6
-4
-40% -$1.29K ﹤0.01% 589
2025
Q4
$3.24K Buy
10
+3
+43% +$948 ﹤0.01% 399
2025
Q3
$2.26K Buy
+7
New +$2.23K ﹤0.01% 516

Other funds holding HEI

Marquette Asset Management's HEI Position: Q2 2026 in Review

Marquette Asset Management increased its HEICO Corp (HEI) stake by 17% in Q2 2026, buying an estimated $304 and bringing the position to 7 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Marquette Asset Management first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.24K in Q4 2025. 374 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Marquette Asset Management held 7 shares of HEICO Corp worth $2.49K as of Q2 2026.
  • Marquette Asset Management bought 1 HEICO Corp share in Q2 2026, an estimated $304.
  • HEICO Corp made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #556 holding.
  • Marquette Asset Management first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's HEICO Corp position peaked at $3.24K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.