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Value Partners Investments’s HEICO Corp HEI Stock Holding History

Value Partners Investments’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 		$1.63M Buy
4,581
+1,623
+55% +$494K 0.11% 78
2026
Q1 		$810K Buy
2,958
+162
+6% +$52.2K 0.06% 90
2025
Q4 		$906K Buy
2,796
+138
+5% +$43.6K 0.07% 83
2025
Q3 		$858K Buy
2,658
+106
+4% +$33.7K 0.07% 83
2025
Q2 		$836K Buy
2,552
+291
+13% +$80.5K 0.07% 82
2025
Q1 		$604K Buy
+2,261
New +$551K 0.05% 84

Other funds holding HEI

PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Value Partners Investments's HEI Position: Q2 2026 in Review

Value Partners Investments increased its HEICO Corp (HEI) stake by 55% in Q2 2026, buying an estimated $494K and bringing the position to 4,581 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #78.

Value Partners Investments first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Value Partners Investments held 4,581 shares of HEICO Corp worth $1.63M as of Q2 2026.
  • Value Partners Investments bought 1,623 HEICO Corp shares in Q2 2026, an estimated $494K.
  • HEICO Corp made up 0.11% of Value Partners Investments's portfolio in Q2 2026, its #78 holding.
  • Value Partners Investments first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
  • 347 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.