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Arkadios Wealth Advisors’s HEICO Corp HEI Stock Holding History

Arkadios Wealth Advisors’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
2025
Q4 		– Sell
-622
Closed -$201K – 1612
2025
Q3 		$201K Buy
+622
New +$198K ﹤0.01% 1363
2021
Q4 		– Sell
-172
Closed -$22K – 1082
2021
Q3 		$22K Buy
172
+1
+0.6% +$132 ﹤0.01% 1173
2021
Q2 		$23K Hold
171
– – ﹤0.01% 1222
2021
Q1 		$21K Hold
171
– – ﹤0.01% 952
2020
Q4 		$22K Hold
171
– – ﹤0.01% 730
2020
Q3 		$19.4K Hold
171
– – 0.01% 611
2020
Q2 		$16.2K Sell
171
-1
-0.6% -$92 0.01% 585
2020
Q1 		$12.8K Hold
172
– – 0.01% 584
2019
Q4 		$22K Buy
+172
New +$21.2K 0.01% 440

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arkadios Wealth Advisors's HEI Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 622 shares — an estimated $201K sold.

Arkadios Wealth Advisors first reported a position in HEI in Q4 2019 and held it in 9 quarters. The position peaked at $201K in Q3 2025. 756 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 622 HEICO Corp shares in Q4 2025, an estimated $201K.
  • Arkadios Wealth Advisors first reported a position in HEICO Corp in Q4 2019 and held it in 9 quarters.
  • Arkadios Wealth Advisors's HEICO Corp position peaked at $201K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.