Storgate’s HEICO Corp HEI Stock Holding History

Storgate’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	$1.14M	Buy	3,213 +2,032	+172%	+$618K	0.24%	97
2026 Q1	$324K	Buy	+1,181	New	+$380K	0.25%	116

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

Storgate's HEI Position: Q2 2026 in Review

Storgate increased its HEICO Corp (HEI) stake by 172% in Q2 2026, buying an estimated $618K and bringing the position to 3,213 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #97.

Storgate first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Storgate held 3,213 shares of HEICO Corp worth $1.14M as of Q2 2026.
Storgate bought 2,032 HEICO Corp shares in Q2 2026, an estimated $618K.
HEICO Corp made up 0.24% of Storgate's portfolio in Q2 2026, its #97 holding.
Storgate first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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