MV Capital Management’s HEICO Corp HEI Stock Holding History

MV Capital 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 Q2	$4.99K	Buy	14 +11	+367%	+$3.35K	﹤0.01%	648
2026 Q1	$823	Hold	3	–	–	﹤0.01%	903
2025 Q4	$971	Hold	3	–	–	﹤0.01%	828
2025 Q3	$969	Hold	3	–	–	﹤0.01%	797
2025 Q2	$984	Sell	3 -1	-25%	-$277	﹤0.01%	779
2025 Q1	$1.07K	Buy	4 +2	+100%	+$487	﹤0.01%	752
2024 Q4	$476	Hold	2	–	–	﹤0.01%	814
2024 Q3	$523	Sell	2 -2	-50%	-$484	﹤0.01%	801
2024 Q2	$895	Buy	4 +3	+300%	+$633	﹤0.01%	702
2024 Q1	$191	Hold	1	–	–	﹤0.01%	731
2023 Q4	$179	Buy	+1	New	+$169	﹤0.01%	707

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MV Capital Management's HEI Position: Q2 2026 in Review

MV Capital Management increased its HEICO Corp (HEI) stake by 367% in Q2 2026, buying an estimated $3.35K and bringing the position to 14 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

MV Capital Management first reported a position in HEI in Q4 2023 and has held it in 11 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

MV Capital Management held 14 shares of HEICO Corp worth $4.99K as of Q2 2026.
MV Capital Management bought 11 HEICO Corp shares in Q2 2026, an estimated $3.35K.
HEICO Corp made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #648 holding.
MV Capital Management first reported a position in HEICO Corp in Q4 2023 and has held it in 11 quarters since.
776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.