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Picton Mahoney Asset Management’s HEICO Corp HEI Stock Holding History

Picton Mahoney Asset 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
Q1 		$342K Buy
1,248
+75
+6% +$24.1K ﹤0.01% 811
2025
Q4 		$380K Buy
+1,173
New +$371K ﹤0.01% 701
2024
Q3 		– Sell
-965
Closed -$215K – 896
2024
Q2 		$215K Sell
965
-65
-6% -$13.7K 0.01% 272
2024
Q1 		$196K Sell
1,030
-230
-18% -$42.7K 0.01% 267
2023
Q4 		$226K Sell
1,260
-35
-3% -$5.93K 0.01% 304
2023
Q3 		$210K Hold
1,295
– – 0.01% 262
2023
Q2 		$229K Sell
1,295
-75
-5% -$12.6K 0.01% 277
2023
Q1 		$234K Buy
1,370
+60
+5% +$10.1K 0.01% 326
2022
Q4 		$201K Buy
1,310
+55
+4% +$8.56K 0.01% 437
2022
Q3 		$181K Sell
1,255
-130
-9% -$19.5K 0.01% 520
2022
Q2 		$181K Sell
1,385
-1,740
-56% -$245K 0.01% 622
2022
Q1 		$480K Sell
3,125
-7,720
-71% -$1.12M 0.02% 622
2021
Q4 		$1.56M Sell
10,845
-3,850
-26% -$543K 0.04% 463
2021
Q3 		$1.94M Sell
14,695
-450
-3% -$59.3K 0.07% 388
2021
Q2 		$2.11M Buy
+15,145
New +$2.09M 0.06% 298
2021
Q1 		– Sell
-14,035
Closed -$1.86M – 356
2020
Q4 		$1.86M Sell
14,035
-423
-3% -$51.6K 0.09% 252
2020
Q3 		$1.51M Sell
14,458
-70,835
-83% -$7.32M 0.08% 228
2020
Q2 		$8.5M Sell
85,293
-6,245
-7% -$577K 0.49% 64
2020
Q1 		$6.83M Sell
91,538
-12,430
-12% -$1.36M 0.39% 67
2019
Q4 		$11.9M Sell
103,968
-8,200
-7% -$1.01M 0.8% 41
2019
Q3 		$14M Sell
112,168
-6,020
-5% -$823K 0.99% 33
2019
Q2 		$15.8M Sell
118,188
-1,460
-1% -$162K 1.09% 32
2019
Q1 		$11.3M Sell
119,648
-820
-0.7% -$71.5K 0.86% 45
2018
Q4 		$9.33M Sell
120,468
-1,400
-1% -$117K 0.83% 46
2018
Q3 		$11.3M Sell
121,868
-2,725
-2% -$224K 0.79% 50
2018
Q2 		$9.09M Buy
124,593
+4,874
+4% +$354K 0.65% 57
2018
Q1 		$8.31M Buy
+119,719
New +$7.83M 0.6% 60

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Picton Mahoney Asset Management's HEI Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its HEICO Corp (HEI) stake by 6.4% in Q1 2026, buying an estimated $24.1K and bringing the position to 1,248 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Picton Mahoney Asset Management first reported a position in HEI in Q1 2018 and has held it in 27 quarters since. The position peaked at $15.8M in Q2 2019. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Picton Mahoney Asset Management held 1,248 shares of HEICO Corp worth $342K as of Q1 2026.
  • Picton Mahoney Asset Management bought 75 HEICO Corp shares in Q1 2026, an estimated $24.1K.
  • HEICO Corp made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #811 holding.
  • Picton Mahoney Asset Management first reported a position in HEICO Corp in Q1 2018 and has held it in 27 quarters since.
  • Picton Mahoney Asset Management's HEICO Corp position peaked at $15.8M in Q2 2019.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.