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McDonald Partners’s HEICO Corp HEI Stock Holding History

McDonald 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 		$35.6K Buy
+100
New +$30.4K 0.01% 345

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $591M AUM 26.48% 1-Year Est. Return

McDonald Partners's HEI Position: Q2 2026 in Review

McDonald Partners opened a new position in HEICO Corp (HEI) in Q2 2026: 100 shares worth $35.6K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings.

207 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • McDonald Partners held 100 shares of HEICO Corp worth $35.6K as of Q2 2026.
  • HEICO Corp was a new McDonald Partners position in Q2 2026.
  • HEICO Corp made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #345 holding.
  • 207 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.