Center for Financial Planning’s HEICO Corp HEI Stock Holding History

Center for Financial Planning’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	-33	Closed	-$8.82K	–	681
2025 Q1	$8.82K	Sell	33 -200	-86%	-$48.7K	﹤0.01%	482
2024 Q4	$55.4K	Hold	233	–	–	0.01%	252
2024 Q3	$60.9K	Hold	233	–	–	0.01%	228
2024 Q2	$52.1K	Buy	+233	New	+$49.2K	0.01%	228
2024 Q1	–	Sell	-700	Closed	-$125K	–	610
2023 Q4	$125K	Hold	700	–	–	0.02%	158
2023 Q3	$113K	Sell	700 -33	-5%	-$5.6K	0.02%	158
2023 Q2	$130K	Hold	733	–	–	0.03%	152
2023 Q1	$125K	Sell	733 -88	-11%	-$14.8K	0.03%	150
2022 Q4	$126K	Hold	821	–	–	0.03%	147
2022 Q3	$118K	Hold	821	–	–	0.03%	144
2022 Q2	$108K	Hold	821	–	–	0.03%	155
2022 Q1	$126K	Hold	821	–	–	0.03%	157
2021 Q4	$118K	Hold	821	–	–	0.02%	159
2021 Q3	$108K	Hold	821	–	–	0.03%	158
2021 Q2	$114K	Hold	821	–	–	0.03%	156
2021 Q1	$103K	Hold	821	–	–	0.03%	157
2020 Q4	$109K	Hold	821	–	–	0.03%	145
2020 Q3	$86K	Hold	821	–	–	0.03%	148
2020 Q2	$82K	Hold	821	–	–	0.03%	151
2020 Q1	$61K	Hold	821	–	–	0.02%	161
2019 Q4	$94K	Buy	+821	New	+$101K	0.02%	142

Other funds holding HEI

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Center for Financial Planning's HEI Position: Q2 2025 in Review

Center for Financial Planning sold out of HEICO Corp (HEI) in Q2 2025, closing a stake of 33 shares — an estimated $8.82K sold.

Center for Financial Planning first reported a position in HEI in Q4 2019 and held it in 21 quarters. The position peaked at $130K in Q2 2023. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

Center for Financial Planning reported no remaining HEICO Corp position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 33 HEICO Corp shares in Q2 2025, an estimated $8.82K.
Center for Financial Planning first reported a position in HEICO Corp in Q4 2019 and held it in 21 quarters.
Center for Financial Planning's HEICO Corp position peaked at $130K in Q2 2023.
706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.