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Cherry Tree Wealth Management’s HEICO Corp HEI Stock Holding History

Cherry Tree Wealth Management’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
Q4 		– Sell
-44
Closed -$14.2K – 614
2025
Q3 		$14.2K Hold
44
– – ﹤0.01% 373
2025
Q2 		$14.4K Hold
44
– – ﹤0.01% 368
2025
Q1 		$11.8K Hold
44
– – ﹤0.01% 401
2024
Q4 		$10.5K Hold
44
– – ﹤0.01% 409
2024
Q3 		$11.5K Hold
44
– – ﹤0.01% 400
2024
Q2 		$9.84K Hold
44
– – ﹤0.01% 396
2024
Q1 		$8.4K Hold
44
– – ﹤0.01% 394
2023
Q4 		$7.87K Hold
44
– – ﹤0.01% 385
2023
Q3 		$7.13K Hold
44
– – ﹤0.01% 373
2023
Q2 		$7.79K Buy
+44
New +$7.42K ﹤0.01% 362

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cherry Tree Wealth Management's HEI Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 44 shares — an estimated $14.2K sold.

Cherry Tree Wealth Management first reported a position in HEI in Q2 2023 and held it in 10 quarters. The position peaked at $14.4K in Q2 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 44 HEICO Corp shares in Q4 2025, an estimated $14.2K.
  • Cherry Tree Wealth Management first reported a position in HEICO Corp in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's HEICO Corp position peaked at $14.4K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.