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Atom Investors’s HEICO Corp HEI Stock Holding History

Atom Investors’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
Q2 		– Sell
-2,664
Closed -$712K – 688
2025
Q1 		$712K Buy
+2,664
New +$649K 0.09% 256
2024
Q4 		– Sell
-4,318
Closed -$1.13M – 555
2024
Q3 		$1.13M Buy
+4,318
New +$1.04M 0.12% 238
2019
Q2 		– Sell
-15,728
Closed -$1.49M – 498
2019
Q1 		$1.49M Buy
+15,728
New +$1.37M 0.13% 150

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Atom Investors's HEI Position: Q2 2025 in Review

Atom Investors sold out of HEICO Corp (HEI) in Q2 2025, closing a stake of 2,664 shares — an estimated $712K sold.

Atom Investors first reported a position in HEI in Q1 2019 and held it in 3 quarters. The position peaked at $1.49M in Q1 2019. 705 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Atom Investors reported no remaining HEICO Corp position as of Q2 2025 after selling out during the quarter.
  • Atom Investors sold 2,664 HEICO Corp shares in Q2 2025, an estimated $712K.
  • Atom Investors first reported a position in HEICO Corp in Q1 2019 and held it in 3 quarters.
  • Atom Investors's HEICO Corp position peaked at $1.49M in Q1 2019.
  • 705 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.