Princeton Global Asset Management’s HEICO Corp HEI Stock Holding History

Princeton Global 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 Q2	$14.2K	Hold	40	–	–	﹤0.01%	537
2026 Q1	$11K	Hold	40	–	–	﹤0.01%	566
2025 Q4	$12.9K	Hold	40	–	–	﹤0.01%	551
2025 Q3	$12.9K	Hold	40	–	–	﹤0.01%	504
2025 Q2	$13.1K	Sell	40 -16	-29%	-$4.43K	﹤0.01%	487
2025 Q1	$15K	Hold	56	–	–	﹤0.01%	423
2024 Q4	$13.3K	Buy	+56	New	+$14.5K	﹤0.01%	462
2024 Q1	–	Sell	-139	Closed	-$24.9K	–	632
2023 Q4	$24.9K	Hold	139	–	–	0.01%	333
2023 Q3	$22.5K	Buy	+139	New	+$23.6K	0.01%	325
2021 Q3	–	Sell	-24	Closed	-$3K	–	531
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	492
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	450
2020 Q4	$3K	Hold	24	–	–	﹤0.01%	445
2020 Q3	$3K	Buy	24 +15	+167%	+$1.55K	﹤0.01%	403
2020 Q2	$0	Buy	+9	New	+$831	﹤0.01%	534

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 $3.38T AUM 44.17% 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

Princeton Global Asset Management's HEI Position: Q2 2026 in Review

Princeton Global Asset Management held its HEICO Corp (HEI) position steady in Q2 2026 at 40 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Princeton Global Asset Management first reported a position in HEI in Q2 2020 and has held it in 14 quarters since. The position peaked at $24.9K in Q4 2023. 777 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Princeton Global Asset Management held 40 shares of HEICO Corp worth $14.2K as of Q2 2026.
Princeton Global Asset Management left its HEICO Corp share count unchanged in Q2 2026.
HEICO Corp made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #537 holding.
Princeton Global Asset Management first reported a position in HEICO Corp in Q2 2020 and has held it in 14 quarters since.
Princeton Global Asset Management's HEICO Corp position peaked at $24.9K in Q4 2023.
777 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.