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Sachetta’s HEICO Corp HEI Stock Holding History

Sachetta’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
-9
Closed -$2.47K – 1117
2026
Q1 		$2.47K Sell
9
-1
-10% -$322 ﹤0.01% 841
2025
Q4 		$3.24K Hold
10
– – ﹤0.01% 650
2025
Q3 		$3.23K Hold
10
– – ﹤0.01% 708
2025
Q2 		$3.28K Buy
10
+5
+100% +$1.38K ﹤0.01% 688
2025
Q1 		$1.34K Hold
5
– – ﹤0.01% 877
2024
Q4 		$1.19K Hold
5
– – ﹤0.01% 954
2024
Q3 		$1.31K Sell
5
-5
-50% -$1.21K ﹤0.01% 986
2024
Q2 		$2.39K Buy
10
+6
+150% +$1.27K ﹤0.01% 779
2024
Q1 		$716 Hold
4
– – ﹤0.01% 997
2023
Q4 		$716 Buy
+4
New +$677 ﹤0.01% 997

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

Sachetta's HEI Position: Q2 2026 in Review

Sachetta sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 9 shares — an estimated $2.47K sold.

Sachetta first reported a position in HEI in Q4 2023 and held it in 10 quarters. The position peaked at $3.28K in Q2 2025. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Sachetta reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 9 HEICO Corp shares in Q2 2026, an estimated $2.47K.
  • Sachetta first reported a position in HEICO Corp in Q4 2023 and held it in 10 quarters.
  • Sachetta's HEICO Corp position peaked at $3.28K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.