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Beacon Capital Management LLC (Tennessee)’s HEICO Corp HEI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-2
Closed -$656 – 499
2025
Q2 		$656 Sell
2
-15
-88% -$4.15K ﹤0.01% 1014
2025
Q1 		$4.54K Buy
17
+15
+750% +$3.65K ﹤0.01% 789
2024
Q4 		$475 Hold
2
– – ﹤0.01% 1031
2024
Q3 		$523 Hold
2
– – ﹤0.01% 1144
2024
Q2 		$447 Hold
2
– – ﹤0.01% 1003
2024
Q1 		$382 Hold
2
– – ﹤0.01% 1016
2023
Q4 		$324 Hold
2
– – ﹤0.01% 942
2023
Q3 		$354 Hold
2
– – ﹤0.01% 978
2023
Q2 		$354 Hold
2
– – ﹤0.01% 978
2023
Q1 		$342 Hold
2
– – ﹤0.01% 901
2022
Q4 		$307 Hold
2
– – ﹤0.01% 955
2022
Q3 		$0 Hold
2
– – ﹤0.01% 912
2022
Q2 		$0 Hold
2
– – ﹤0.01% 934
2022
Q1 		$0 Buy
+2
New +$290 ﹤0.01% 935

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HEI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 2 shares — an estimated $656 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HEI in Q1 2022 and held it in 14 quarters. The position peaked at $4.54K in Q1 2025. 713 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 2 HEICO Corp shares in Q3 2025, an estimated $656.
  • Beacon Capital Management LLC (Tennessee) first reported a position in HEICO Corp in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s HEICO Corp position peaked at $4.54K in Q1 2025.
  • 713 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.