Needham Investment Management’s HEICO Corp HEI Stock Holding History

Needham Investment 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	$3.38M	Buy	9,500 +4,500	+90%	+$1.37M	0.1%	135
2026 Q1	$1.37M	Buy	+5,000	New	+$1.61M	0.07%	130
2022 Q2	–	Sell	-35,100	Closed	-$5.39M	–	126
2022 Q1	$5.39M	Hold	35,100	–	–	0.78%	46
2021 Q4	$5.06M	Hold	35,100	–	–	0.64%	57
2021 Q3	$4.63M	Buy	35,100 +27,600	+368%	+$3.63M	0.62%	55
2021 Q2	$1.05M	Hold	7,500	–	–	0.15%	84
2021 Q1	$944K	Buy	+7,500	New	+$964K	0.13%	92

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

Needham Investment Management's HEI Position: Q2 2026 in Review

Needham Investment Management increased its HEICO Corp (HEI) stake by 90% in Q2 2026, buying an estimated $1.37M and bringing the position to 9,500 shares worth $3.38M. The position accounts for 0.1% of the portfolio, ranked #135.

Needham Investment Management first reported a position in HEI in Q1 2021 and has held it in 7 quarters since. The position peaked at $5.39M in Q1 2022. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Needham Investment Management held 9,500 shares of HEICO Corp worth $3.38M as of Q2 2026.
Needham Investment Management bought 4,500 HEICO Corp shares in Q2 2026, an estimated $1.37M.
HEICO Corp made up 0.1% of Needham Investment Management's portfolio in Q2 2026, its #135 holding.
Needham Investment Management first reported a position in HEICO Corp in Q1 2021 and has held it in 7 quarters since.
Needham Investment Management's HEICO Corp position peaked at $5.39M in Q1 2022.
773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.