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SummitTX Capital’s HEICO Corp HEI Stock Holding History

SummitTX Capital’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
Q1 		$5.19M Sell
18,929
-16,036
-46% -$5.16M 0.16% 150
2025
Q4 		$11.3M Buy
34,965
+30,554
+693% +$9.65M 0.34% 60
2025
Q3 		$1.42M Sell
4,411
-13,513
-75% -$4.3M 0.06% 317
2025
Q2 		$5.88M Buy
17,924
+5,123
+40% +$1.42M 0.25% 95
2025
Q1 		$3.42M Buy
+12,801
New +$3.12M 0.15% 169

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SummitTX Capital's HEI Position: Q1 2026 in Review

SummitTX Capital reduced its HEICO Corp (HEI) stake by 46% in Q1 2026, selling an estimated $5.16M and leaving 18,929 shares worth $5.19M. The position accounts for 0.16% of the portfolio, ranked #150.

SummitTX Capital first reported a position in HEI in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q4 2025. 736 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • SummitTX Capital held 18,929 shares of HEICO Corp worth $5.19M as of Q1 2026.
  • SummitTX Capital sold 16,036 HEICO Corp shares in Q1 2026, an estimated $5.16M.
  • HEICO Corp made up 0.16% of SummitTX Capital's portfolio in Q1 2026, its #150 holding.
  • SummitTX Capital first reported a position in HEICO Corp in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's HEICO Corp position peaked at $11.3M in Q4 2025.
  • 736 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.