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Atria Wealth Solutions’s HEICO Corp HEI Stock Holding History

Atria Wealth Solutions’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 		$4.32M Sell
13,283
-768
-5% -$212K 0.1% 238
2025
Q1 		$3.75M Buy
14,051
+537
+4% +$131K 0.05% 422
2024
Q4 		$3.21M Sell
13,514
-105
-0.8% -$27.2K 0.04% 484
2024
Q3 		$3.56M Sell
13,619
-573
-4% -$139K 0.04% 435
2024
Q2 		$3.17M Buy
14,192
+71
+0.5% +$15K 0.04% 470
2024
Q1 		$2.7M Sell
14,121
-154
-1% -$28.6K 0.03% 532
2023
Q4 		$2.55M Buy
14,275
+4
+0% +$677 0.03% 527
2023
Q3 		$2.31M Sell
14,271
-121
-0.8% -$20.5K 0.03% 512
2023
Q2 		$2.55M Sell
14,392
-116
-0.8% -$19.6K 0.03% 492
2023
Q1 		$2.48M Sell
14,508
-390
-3% -$65.7K 0.04% 467
2022
Q4 		$2.29M Sell
14,898
-644
-4% -$100K 0.04% 464
2022
Q3 		$2.24M Buy
15,542
+1,873
+14% +$281K 0.04% 438
2022
Q2 		$1.79M Sell
13,669
-977
-7% -$138K 0.03% 487
2022
Q1 		$2.25M Buy
+14,646
New +$2.13M 0.04% 451

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's HEI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its HEICO Corp (HEI) stake by 5.5% in Q2 2025, selling an estimated $212K and leaving 13,283 shares worth $4.32M. The position accounts for 0.1% of the portfolio, ranked #238.

Atria Wealth Solutions first reported a position in HEI in Q1 2022 and has held it in 14 quarters since. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Atria Wealth Solutions held 13,283 shares of HEICO Corp worth $4.32M as of Q2 2025.
  • Atria Wealth Solutions sold 768 HEICO Corp shares in Q2 2025, an estimated $212K.
  • HEICO Corp made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #238 holding.
  • Atria Wealth Solutions first reported a position in HEICO Corp in Q1 2022 and has held it in 14 quarters since.
  • 706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.