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Oak Harvest Investment Services’s HEICO Corp HEI Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-5,000
Closed -$1.37M – 182
2026
Q1 		$1.37M Buy
5,000
+2,000
+67% +$644K 0.14% 103
2025
Q4 		$971K Buy
+3,000
New +$948K 0.11% 114

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Oak Harvest Investment Services's HEI Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 5,000 shares — an estimated $1.37M sold.

Oak Harvest Investment Services first reported a position in HEI in Q4 2025 and held it in 2 quarters. The position peaked at $1.37M in Q1 2026. 181 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 5,000 HEICO Corp shares in Q2 2026, an estimated $1.37M.
  • Oak Harvest Investment Services first reported a position in HEICO Corp in Q4 2025 and held it in 2 quarters.
  • Oak Harvest Investment Services's HEICO Corp position peaked at $1.37M in Q1 2026.
  • 181 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.