Varma Mutual Pension Insurance Co’s HEICO Corp HEI Stock Holding History

Varma Mutual Pension Insurance 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	–	Sell	-28,400	Closed	-$7.79M	–	330
2026 Q1	$7.79M	Hold	28,400	–	–	0.05%	284
2025 Q4	$9.19M	Buy	28,400 +2,500	+10%	+$790K	0.06%	280
2025 Q3	$8.36M	Buy	25,900 +2,900	+13%	+$923K	0.05%	287
2025 Q2	$7.54M	Sell	23,000 -4,700	-17%	-$1.3M	0.06%	293
2025 Q1	$7.4M	Sell	27,700 -600	-2%	-$146K	0.06%	288
2024 Q4	$6.73M	Sell	28,300 -14,600	-34%	-$3.78M	0.05%	305
2024 Q3	$10.5M	Buy	42,900 +4,300	+11%	+$1.04M	0.08%	257
2024 Q2	$8.63M	Sell	38,600 -9,200	-19%	-$1.94M	0.07%	271
2024 Q1	$9.13M	Buy	47,800 +35,400	+285%	+$6.57M	0.08%	325
2023 Q4	$2.22M	Buy	+12,400	New	+$2.1M	0.02%	263

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

Varma Mutual Pension Insurance Co's HEI Position: Q2 2026 in Review

Varma Mutual Pension Insurance Co sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 28,400 shares — an estimated $7.79M sold.

Varma Mutual Pension Insurance Co first reported a position in HEI in Q4 2023 and held it in 10 quarters. The position peaked at $10.5M in Q3 2024. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Varma Mutual Pension Insurance Co reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
Varma Mutual Pension Insurance Co sold 28,400 HEICO Corp shares in Q2 2026, an estimated $7.79M.
Varma Mutual Pension Insurance Co first reported a position in HEICO Corp in Q4 2023 and held it in 10 quarters.
Varma Mutual Pension Insurance Co's HEICO Corp position peaked at $10.5M in Q3 2024.
773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q2 2026, filed 12 Aug 2026.