Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s HEICO Corp HEI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$12.7M Buy
36,203
+6,012
+20% +$1.83M 0.02% 562
2026
Q1 		$8.19M Sell
30,191
-3,084
-9% -$993K 0.01% 678
2025
Q4 		$10.7M Sell
33,275
-12,623
-28% -$3.99M 0.02% 596
2025
Q3 		$14.8M Sell
45,898
-10,664
-19% -$3.39M 0.02% 477
2025
Q2 		$18.6M Sell
56,562
-11,100
-16% -$3.07M 0.03% 398
2025
Q1 		$18.1M Sell
67,662
-2,070
-3% -$504K 0.04% 391
2024
Q4 		$16.6M Buy
+69,732
New +$18.1M 0.03% 405

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HEI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its HEICO Corp (HEI) stake by 20% in Q2 2026, buying an estimated $1.83M and bringing the position to 36,203 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #562.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6M in Q2 2025. 520 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 36,203 shares of HEICO Corp worth $12.7M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 6,012 HEICO Corp shares in Q2 2026, an estimated $1.83M.
  • HEICO Corp made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #562 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in HEICO Corp in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's HEICO Corp position peaked at $18.6M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.