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Oak Ridge Investments’s HEICO Corp HEI Stock Holding History

Oak Ridge Investments’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 		$416K Sell
1,169
-92
-7% -$28K 0.02% 154
2026
Q1 		$346K Sell
1,261
-1
-0.1% -$322 0.02% 156
2025
Q4 		$408K Sell
1,262
-76
-6% -$24K 0.02% 152
2025
Q3 		$432K Buy
+1,338
New +$426K 0.03% 154

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 Ridge Investments's HEI Position: Q2 2026 in Review

Oak Ridge Investments reduced its HEICO Corp (HEI) stake by 7.3% in Q2 2026, selling an estimated $28K and leaving 1,169 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #154.

Oak Ridge Investments first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $432K in Q3 2025. 161 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Oak Ridge Investments held 1,169 shares of HEICO Corp worth $416K as of Q2 2026.
  • Oak Ridge Investments sold 92 HEICO Corp shares in Q2 2026, an estimated $28K.
  • HEICO Corp made up 0.02% of Oak Ridge Investments's portfolio in Q2 2026, its #154 holding.
  • Oak Ridge Investments first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • Oak Ridge Investments's HEICO Corp position peaked at $432K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.