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Plato Investment Management’s HEICO Corp HEI Stock Holding History

Plato Investment 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
Q2 		$306K Buy
+864
New +$263K 0.02% 383
2024
Q2 		– Sell
-7
Closed -$1.34K – 505
2024
Q1 		$1.34K Hold
7
– – ﹤0.01% 470
2023
Q4 		$1.25K Buy
+7
New +$1.19K ﹤0.01% 429

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 $3.38T AUM 44.17% 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

Plato Investment Management's HEI Position: Q2 2026 in Review

Plato Investment Management opened a new position in HEICO Corp (HEI) in Q2 2026: 864 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #383 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in HEI as recently as Q1 2024.

Plato Investment Management first reported a position in HEI in Q4 2023 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Plato Investment Management held 864 shares of HEICO Corp worth $306K as of Q2 2026.
  • HEICO Corp was a new Plato Investment Management position in Q2 2026.
  • HEICO Corp made up 0.02% of Plato Investment Management's portfolio in Q2 2026, its #383 holding.
  • Plato Investment Management first reported a position in HEICO Corp in Q4 2023 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.