Burt Wealth Advisors’s HEICO Corp HEI Stock Holding History

Burt 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 Q3	$1M	Hold	3,108	–	–	0.25%	45
2025 Q2	$1.02M	Hold	3,108	–	–	0.23%	42
2025 Q1	$830K	Sell	3,108 -464	-13%	-$113K	0.21%	43
2024 Q4	$849K	Hold	3,572	–	–	0.22%	44
2024 Q3	$934K	Hold	3,572	–	–	0.23%	39
2024 Q2	$799K	Sell	3,572 -1	-0%	-$211	0.21%	45
2024 Q1	$682K	Buy	3,573 +1	+0%	+$186	0.17%	51
2023 Q4	$639K	Sell	3,572 -1,786	-33%	-$302K	0.18%	49
2023 Q3	$868K	Hold	5,358	–	–	0.27%	35
2023 Q2	$948K	Hold	5,358	–	–	0.29%	34
2023 Q1	$916K	Hold	5,358	–	–	0.28%	31
2022 Q4	$823K	Sell	5,358 -532	-9%	-$82.8K	0.28%	35
2022 Q3	$848K	Hold	5,890	–	–	0.34%	21
2022 Q2	$772K	Hold	5,890	–	–	0.27%	28
2022 Q1	$904K	Buy	+5,890	New	+$855K	0.27%	32

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burt Wealth Advisors's HEI Position: Q3 2025 in Review

Burt Wealth Advisors held its HEICO Corp (HEI) position steady in Q3 2025 at 3,108 shares worth $1M. The position accounts for 0.25% of the portfolio, ranked #45.

Burt Wealth Advisors first reported a position in HEI in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q2 2025. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

Burt Wealth Advisors held 3,108 shares of HEICO Corp worth $1M as of Q3 2025.
Burt Wealth Advisors left its HEICO Corp share count unchanged in Q3 2025.
HEICO Corp made up 0.25% of Burt Wealth Advisors's portfolio in Q3 2025, its #45 holding.
Burt Wealth Advisors first reported a position in HEICO Corp in Q1 2022 and has held it in 15 quarters since.
Burt Wealth Advisors's HEICO Corp position peaked at $1.02M in Q2 2025.
714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.