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&Partners’s HEICO Corp HEI Stock Holding History

&Partners’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 		$783K Sell
2,197
-64
-3% -$19.5K ﹤0.01% 1568
2026
Q1 		$618K Buy
2,261
+183
+9% +$58.9K ﹤0.01% 1580
2025
Q4 		$672K Buy
2,078
+770
+59% +$243K ﹤0.01% 1455
2025
Q3 		$422K Buy
1,308
+393
+43% +$125K ﹤0.01% 1561
2025
Q2 		$307K Sell
915
-15
-2% -$4.15K ﹤0.01% 1617
2025
Q1 		$247K Buy
+930
New +$226K ﹤0.01% 1510

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

&Partners's HEI Position: Q2 2026 in Review

&Partners reduced its HEICO Corp (HEI) stake by 2.8% in Q2 2026, selling an estimated $19.5K and leaving 2,197 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

&Partners first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • &Partners held 2,197 shares of HEICO Corp worth $783K as of Q2 2026.
  • &Partners sold 64 HEICO Corp shares in Q2 2026, an estimated $19.5K.
  • HEICO Corp made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1568 holding.
  • &Partners first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.