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Congress Wealth Management’s HEICO Corp HEI Stock Holding History

Congress 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
Q2 		$9.72M Buy
29,646
+25,684
+648% +$7.11M 0.09% 249
2025
Q1 		$1.06M Sell
3,962
-100
-2% -$24.4K 0.01% 621
2024
Q4 		$966K Sell
4,062
-7
-0.2% -$1.81K 0.01% 525
2024
Q3 		$1.06M Sell
4,069
-128
-3% -$31K 0.01% 514
2024
Q2 		$938K Buy
4,197
+78
+2% +$16.5K 0.01% 437
2024
Q1 		$787K Buy
4,119
+30
+0.7% +$5.57K 0.01% 396
2023
Q4 		$731K Buy
4,089
+7
+0.2% +$1.19K 0.01% 417
2023
Q3 		$661K Sell
4,082
-202
-5% -$34.3K 0.01% 416
2023
Q2 		$758K Sell
4,284
-18
-0.4% -$3.03K 0.02% 370
2023
Q1 		$736K Sell
4,302
-379
-8% -$63.8K 0.02% 378
2022
Q4 		$719K Hold
4,681
– – 0.02% 369
2022
Q3 		$673K Buy
4,681
+291
+7% +$43.6K 0.02% 373
2022
Q2 		$576K Sell
4,390
-140
-3% -$19.7K 0.01% 386
2022
Q1 		$696K Sell
4,530
-88
-2% -$12.8K 0.02% 398
2021
Q4 		$666K Buy
+4,618
New +$651K 0.01% 427

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

Congress Wealth Management's HEI Position: Q2 2025 in Review

Congress Wealth Management increased its HEICO Corp (HEI) stake by 648% in Q2 2025, buying an estimated $7.11M and bringing the position to 29,646 shares worth $9.72M. The position accounts for 0.09% of the portfolio, ranked #249.

Congress Wealth Management first reported a position in HEI in Q4 2021 and has held it in 15 quarters since. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Congress Wealth Management held 29,646 shares of HEICO Corp worth $9.72M as of Q2 2025.
  • Congress Wealth Management bought 25,684 HEICO Corp shares in Q2 2025, an estimated $7.11M.
  • HEICO Corp made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #249 holding.
  • Congress Wealth Management first reported a position in HEICO Corp in Q4 2021 and has held it in 15 quarters since.
  • 706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.