Palladiem’s HEICO Corp HEI Stock Holding History

Palladiem’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	$126K	Hold	355	–	–	0.12%	73
2026 Q1	$104K	Hold	355	–	–	0.1%	72
2025 Q4	$117K	Buy	+355	New	+$112K	0.11%	71

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

Palladiem's HEI Position: Q2 2026 in Review

Palladiem held its HEICO Corp (HEI) position steady in Q2 2026 at 355 shares worth $126K. The position accounts for 0.12% of the portfolio, ranked #73.

Palladiem first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Palladiem held 355 shares of HEICO Corp worth $126K as of Q2 2026.
Palladiem left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up 0.12% of Palladiem's portfolio in Q2 2026, its #73 holding.
Palladiem first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.