Zacks Investment Management’s HEICO Corp HEI Stock Holding History

Zacks Investment Management’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	$5.43M	Buy	+15,246	New	+$4.64M	0.04%	233
2020 Q4	–	Sell	-8,178	Closed	-$856K	–	546
2020 Q3	$856K	Buy	8,178 +458	+6%	+$47.3K	0.02%	341
2020 Q2	$769K	Sell	7,720 -656	-8%	-$60.6K	0.02%	346
2020 Q1	$625K	Buy	+8,376	New	+$916K	0.02%	359
2016 Q3	–	Sell	-12,507	Closed	-$342K	–	684
2016 Q2	$342K	Hold	12,507	–	–	0.01%	484
2016 Q1	$308K	Buy	+12,507	New	+$288K	0.01%	492
2015 Q1	–	Sell	-9,866	Closed	-$244K	–	658
2014 Q4	$244K	Buy	+9,866	New	+$213K	0.01%	552

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

Zacks Investment Management's HEI Position: Q2 2026 in Review

Zacks Investment Management opened a new position in HEICO Corp (HEI) in Q2 2026: 15,246 shares worth $5.43M. The stake represents 0.04% of the portfolio and ranks #233 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in HEI as recently as Q3 2020.

Zacks Investment Management first reported a position in HEI in Q4 2014 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Zacks Investment Management held 15,246 shares of HEICO Corp worth $5.43M as of Q2 2026.
HEICO Corp was a new Zacks Investment Management position in Q2 2026.
HEICO Corp made up 0.04% of Zacks Investment Management's portfolio in Q2 2026, its #233 holding.
Zacks Investment Management first reported a position in HEICO Corp in Q4 2014 and has held it in 7 quarters since.
776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.