SJS Investment Consulting’s HEICO Corp HEI Stock Holding History

SJS Investment Consulting’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	$3.21K	Sell	9 -14	-61%	-$4.26K	﹤0.01%	1581
2026 Q1	$6.31K	Sell	23 -134	-85%	-$43.1K	﹤0.01%	982
2025 Q4	$50.8K	Buy	157 +4	+3%	+$1.26K	0.01%	352
2025 Q3	$49.4K	Buy	153 +151	+7,550%	+$48.1K	0.01%	307
2025 Q2	$656	Sell	2 -2	-50%	-$553	﹤0.01%	1018
2025 Q1	$1.07K	Hold	4	–	–	﹤0.01%	978
2024 Q4	$951	Sell	4 -1	-20%	-$259	﹤0.01%	1015
2024 Q3	$1.31K	Hold	5	–	–	﹤0.01%	973
2024 Q2	$1.12K	Hold	5	–	–	﹤0.01%	986
2024 Q1	$955	Hold	5	–	–	﹤0.01%	1055
2023 Q4	$895	Buy	5 +1	+25%	+$169	﹤0.01%	996
2023 Q3	$648	Hold	4	–	–	﹤0.01%	1116
2023 Q2	$708	Sell	4 -1	-20%	-$169	﹤0.01%	1034
2023 Q1	$856	Hold	5	–	–	﹤0.01%	952
2022 Q4	$768	Buy	5 +2	+67%	+$311	﹤0.01%	1062
2022 Q3	$0	Buy	+3	New	+$450	﹤0.01%	1239
2022 Q1	$0	Buy	+1	New	+$145	﹤0.01%	967

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 $3.37T AUM 44.26% 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

SJS Investment Consulting's HEI Position: Q2 2026 in Review

SJS Investment Consulting reduced its HEICO Corp (HEI) stake by 61% in Q2 2026, selling an estimated $4.26K and leaving 9 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

SJS Investment Consulting first reported a position in HEI in Q1 2022 and has held it in 17 quarters since. The position peaked at $50.8K in Q4 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

SJS Investment Consulting held 9 shares of HEICO Corp worth $3.21K as of Q2 2026.
SJS Investment Consulting sold 14 HEICO Corp shares in Q2 2026, an estimated $4.26K.
HEICO Corp made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1581 holding.
SJS Investment Consulting first reported a position in HEICO Corp in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's HEICO Corp position peaked at $50.8K in Q4 2025.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.