Principal Financial Group
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Principal Financial Group’s HEICO Corp HEI Stock Holding History

Principal Financial Group’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 		– Sell
-1,903
Closed -$522K – 2200
2026
Q1 		$522K Buy
1,903
+1,027
+117% +$331K ﹤0.01% 2019
2025
Q4 		$283K Sell
876
-381
-30% -$120K ﹤0.01% 2097
2025
Q3 		$406K Sell
1,257
-930
-43% -$296K ﹤0.01% 2088
2025
Q2 		$717K Sell
2,187
-815
-27% -$225K ﹤0.01% 1939
2025
Q1 		$802K Sell
3,002
-34,498
-92% -$8.4M ﹤0.01% 1876
2024
Q4 		$8.92M Sell
37,500
-875
-2% -$227K ﹤0.01% 1345
2024
Q3 		$10M Buy
38,375
+34,535
+899% +$8.35M 0.01% 1273
2024
Q2 		$859K Sell
3,840
-617
-14% -$130K ﹤0.01% 1875
2024
Q1 		$851K Sell
4,457
-4,030
-47% -$748K ﹤0.01% 1891
2023
Q4 		$1.52M Sell
8,487
-248
-3% -$42K ﹤0.01% 1796
2023
Q3 		$1.41M Buy
8,735
+3,687
+73% +$626K ﹤0.01% 1801
2023
Q2 		$893K Buy
5,048
+286
+6% +$48.2K ﹤0.01% 1858
2023
Q1 		$814K Sell
4,762
-839
-15% -$141K ﹤0.01% 1881
2022
Q4 		$861K Buy
5,601
+430
+8% +$67K ﹤0.01% 1881
2022
Q3 		$745K Sell
5,171
-1,925
-27% -$289K ﹤0.01% 1884
2022
Q2 		$931K Sell
7,096
-7,690
-52% -$1.08M ﹤0.01% 1928
2022
Q1 		$2.27M Sell
14,786
-233
-2% -$33.8K ﹤0.01% 1844
2021
Q4 		$2.17M Sell
15,019
-7,587
-34% -$1.07M ﹤0.01% 1845
2021
Q3 		$2.98M Sell
22,606
-1,415
-6% -$186K ﹤0.01% 1802
2021
Q2 		$3.35M Sell
24,021
-1,050
-4% -$145K ﹤0.01% 1811
2021
Q1 		$3.15M Buy
25,071
+8,775
+54% +$1.13M ﹤0.01% 1773
2020
Q4 		$2.16M Buy
16,296
+2,350
+17% +$287K ﹤0.01% 1784
2020
Q3 		$1.46M Sell
13,946
-859
-6% -$88.7K ﹤0.01% 1799
2020
Q2 		$1.48M Buy
14,805
+9,100
+160% +$840K ﹤0.01% 1754
2020
Q1 		$426K Buy
5,705
+382
+7% +$41.8K ﹤0.01% 1888
2019
Q4 		$608K Buy
5,323
+345
+7% +$42.5K ﹤0.01% 1911
2019
Q3 		$622K Sell
4,978
-641
-11% -$87.6K ﹤0.01% 1905
2019
Q2 		$752K Sell
5,619
-160
-3% -$17.8K ﹤0.01% 1886
2019
Q1 		$548K Buy
5,779
+491
+9% +$42.8K ﹤0.01% 1915
2018
Q4 		$410K Sell
5,288
-1,348
-20% -$112K ﹤0.01% 1959
2018
Q3 		$614K Sell
6,636
-211
-3% -$17.3K ﹤0.01% 1928
2018
Q2 		$499K Buy
6,847
+296
+5% +$21.5K ﹤0.01% 1967
2018
Q1 		$455K Sell
6,551
-2,129
-25% -$139K ﹤0.01% 1954
2017
Q4 		$419K Sell
8,680
-521
-6% -$24.3K ﹤0.01% 1993
2017
Q3 		$423K Sell
9,201
-2,877
-24% -$122K ﹤0.01% 1949
2017
Q2 		$444K Buy
12,078
+713
+6% +$26.2K ﹤0.01% 1973
2017
Q1 		$406K Sell
11,365
-385
-3% -$12.8K ﹤0.01% 1950
2016
Q4 		$371K Sell
11,750
-2,984
-20% -$89.6K ﹤0.01% 1977
2016
Q3 		$418K Buy
14,734
+413
+3% +$11.7K ﹤0.01% 1890
2016
Q2 		$392K Buy
14,321
+4,306
+43% +$111K ﹤0.01% 1881
2016
Q1 		$247K Sell
10,015
-254
-2% -$5.84K ﹤0.01% 1972
2015
Q4 		$229K Buy
+10,269
New +$214K ﹤0.01% 2020
2015
Q2 		– Sell
-26,301
Closed -$658K – 2195
2015
Q1 		$658K Sell
26,301
-4,336
-14% -$107K ﹤0.01% 1809
2014
Q4 		$758K Sell
30,637
-3,948
-11% -$85.3K ﹤0.01% 1828
2014
Q3 		$662K Hold
34,585
– – ﹤0.01% 1802
2014
Q2 		$736K Sell
34,585
-17,764
-34% -$399K ﹤0.01% 1827
2014
Q1 		$1.29M Buy
52,349
+6,966
+15% +$166K ﹤0.01% 1741
2013
Q4 		$1.08M Buy
45,383
+370
+0.8% +$8.33K ﹤0.01% 1763
2013
Q3 		$999K Sell
45,013
-4,575
-9% -$89.8K ﹤0.01% 1748
2013
Q2 		$818K Buy
+49,588
New +$759K ﹤0.01% 1759

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

Principal Financial Group's HEI Position: Q2 2026 in Review

Principal Financial Group sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 1,903 shares — an estimated $522K sold.

Principal Financial Group first reported a position in HEI in Q2 2013 and held it in 50 quarters. The position peaked at $10M in Q3 2024. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Principal Financial Group reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Principal Financial Group sold 1,903 HEICO Corp shares in Q2 2026, an estimated $522K.
  • Principal Financial Group first reported a position in HEICO Corp in Q2 2013 and held it in 50 quarters.
  • Principal Financial Group's HEICO Corp position peaked at $10M in Q3 2024.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.