Simplex Trading
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Simplex Trading’s HEICO Corp HEI Stock Holding History

Simplex Trading’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 		$1.02M Buy
2,859
+566
+25% +$172K ﹤0.01% 2756
2026
Q1 		$629K Buy
+2,293
New +$738K ﹤0.01% 3009
2025
Q4 		– Sell
-1,689
Closed -$545K – 9153
2025
Q3 		$545K Sell
1,689
-1,052
-38% -$335K ﹤0.01% 3715
2025
Q2 		$899K Buy
+2,741
New +$758K ﹤0.01% 2880
2025
Q1 		– Sell
-2,312
Closed -$549K – 8938
2024
Q4 		$549K Buy
+2,312
New +$599K ﹤0.01% 3432
2024
Q2 		– Sell
-1,331
Closed -$254K – 9197
2024
Q1 		$254K Buy
+1,331
New +$247K ﹤0.01% 4594
2023
Q4 		– Sell
-2,987
Closed -$483K – 9210
2023
Q3 		$483K Buy
+2,987
New +$507K ﹤0.01% 3437
2023
Q1 		– Sell
-175
Closed -$26K – 9447
2022
Q4 		$26K Buy
175
+156
+821% +$24.3K ﹤0.01% 6607
2022
Q3 		$2K Buy
+19
New +$2.85K ﹤0.01% 9285
2020
Q1 		– Sell
-1,616
Closed -$184K – 7841
2019
Q4 		$184K Buy
+1,616
New +$199K ﹤0.01% 3861
2019
Q3 		– Sell
-13,971
Closed -$1.87M – 7494
2019
Q2 		$1.87M Buy
13,971
+13,881
+15,423% +$1.54M 0.01% 1354
2019
Q1 		$8K Buy
+90
New +$7.85K ﹤0.01% 6272
2018
Q4 		– Sell
-1,132
Closed -$104K – 7317
2018
Q3 		$104K Buy
1,132
+535
+90% +$44K ﹤0.01% 4394
2018
Q2 		$43K Buy
597
+348
+140% +$25.3K ﹤0.01% 5202
2018
Q1 		$17K Buy
+249
New +$16.3K ﹤0.01% 3507
2017
Q4 		– Sell
-4,369
Closed -$200K – 6245
2017
Q3 		$200K Buy
+4,369
New +$186K 0.01% 1190
2016
Q1 		– Sell
-977
Closed -$21K – 5847
2015
Q4 		$21K Buy
+977
New +$20.3K ﹤0.01% 2643

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

Simplex Trading's HEI Position: Q2 2026 in Review

Simplex Trading increased its HEICO Corp (HEI) stake by 25% in Q2 2026, buying an estimated $172K and bringing the position to 2,859 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Simplex Trading first reported a position in HEI in Q4 2015 and has held it in 17 quarters since. The position peaked at $1.87M in Q2 2019. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Simplex Trading held 2,859 shares of HEICO Corp worth $1.02M as of Q2 2026.
  • Simplex Trading bought 566 HEICO Corp shares in Q2 2026, an estimated $172K.
  • HEICO Corp made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2756 holding.
  • Simplex Trading first reported a position in HEICO Corp in Q4 2015 and has held it in 17 quarters since.
  • Simplex Trading's HEICO Corp position peaked at $1.87M in Q2 2019.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.