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VarCov Co’s HEICO Corp HEI Stock Holding History

VarCov Co’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 		$271K Buy
+762
New +$232K 0.1% 291
2026
Q1 		– Sell
-855
Closed -$277K – 487
2025
Q4 		$277K Buy
+855
New +$270K 0.11% 307

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VarCov Co's HEI Position: Q2 2026 in Review

VarCov Co opened a new position in HEICO Corp (HEI) in Q2 2026: 762 shares worth $271K. The stake represents 0.1% of the portfolio and ranks #291 among its holdings. This is a return to the name: VarCov Co previously reported a position in HEI as recently as Q4 2025.

VarCov Co first reported a position in HEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $277K in Q4 2025. 770 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • VarCov Co held 762 shares of HEICO Corp worth $271K as of Q2 2026.
  • HEICO Corp was a new VarCov Co position in Q2 2026.
  • HEICO Corp made up 0.1% of VarCov Co's portfolio in Q2 2026, its #291 holding.
  • VarCov Co first reported a position in HEICO Corp in Q4 2025 and has held it in 2 quarters since.
  • VarCov Co's HEICO Corp position peaked at $277K in Q4 2025.
  • 770 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.