Wilmington Savings Fund Society’s HEICO Corp HEI Stock Holding History

Wilmington Savings Fund Society’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	$68K	Sell	191 -9	-5%	-$2.74K	﹤0.01%	832
2026 Q1	$54.8K	Hold	200	–	–	﹤0.01%	855
2025 Q4	$64.7K	Hold	200	–	–	﹤0.01%	839
2025 Q3	$64.6K	Hold	200	–	–	﹤0.01%	840
2025 Q2	$65.6K	Hold	200	–	–	﹤0.01%	1154
2025 Q1	$53.4K	Hold	200	–	–	﹤0.01%	1188
2024 Q4	$47.5K	Hold	200	–	–	﹤0.01%	1264
2024 Q3	$52.3K	Buy	+200	New	+$48.4K	﹤0.01%	1207

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

CCM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Wilmington Savings Fund Society's HEI Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its HEICO Corp (HEI) stake by 4.5% in Q2 2026, selling an estimated $2.74K and leaving 191 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Wilmington Savings Fund Society first reported a position in HEI in Q3 2024 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Wilmington Savings Fund Society held 191 shares of HEICO Corp worth $68K as of Q2 2026.
Wilmington Savings Fund Society sold 9 HEICO Corp shares in Q2 2026, an estimated $2.74K.
HEICO Corp made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #832 holding.
Wilmington Savings Fund Society first reported a position in HEICO Corp in Q3 2024 and has held it in 8 quarters since.
228 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.