Marquette Asset Management’s HEICO Corp HEI Stock Holding History

Marquette 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 Q3	$3.03K	Buy	10 +3	+43%	+$1.02K	﹤0.01%	458
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Marquette Asset Management's HEI Position: Q3 2026 in Review

Marquette Asset Management increased its HEICO Corp (HEI) stake by 43% in Q3 2026, buying an estimated $1.02K and bringing the position to 10 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Marquette Asset Management first reported a position in HEI in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.24K in Q4 2025. 32 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

Marquette Asset Management held 10 shares of HEICO Corp worth $3.03K as of Q3 2026.
Marquette Asset Management bought 3 HEICO Corp shares in Q3 2026, an estimated $1.02K.
HEICO Corp made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #458 holding.
Marquette Asset Management first reported a position in HEICO Corp in Q3 2025 and has held it in 5 quarters since.
Marquette Asset Management's HEICO Corp position peaked at $3.24K in Q4 2025.
32 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.