AIM
HEI icon

Artemis Investment Management’s HEICO Corp HEI Stock Holding History

Artemis 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
2025
Q4 		– Sell
-34,495
Closed -$11.1M – 206
2025
Q3 		$11.1M Sell
34,495
-2,463
-7% -$784K 0.14% 137
2025
Q2 		$12.1M Buy
36,958
+8,469
+30% +$2.34M 0.16% 140
2025
Q1 		$7.61M Buy
+28,489
New +$6.94M 0.12% 143
2017
Q4 		– Sell
-196,543
Closed -$9.04M – 233
2017
Q3 		$9.04M Sell
196,543
-4,023
-2% -$171K 0.19% 133
2017
Q2 		$7.38M Buy
+200,566
New +$7.38M 0.18% 136

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Artemis Investment Management's HEI Position: Q4 2025 in Review

Artemis Investment Management sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 34,495 shares — an estimated $11.1M sold.

Artemis Investment Management first reported a position in HEI in Q2 2017 and held it in 5 quarters. The position peaked at $12.1M in Q2 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Artemis Investment Management reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Artemis Investment Management sold 34,495 HEICO Corp shares in Q4 2025, an estimated $11.1M.
  • Artemis Investment Management first reported a position in HEICO Corp in Q2 2017 and held it in 5 quarters.
  • Artemis Investment Management's HEICO Corp position peaked at $12.1M in Q2 2025.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Artemis Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.