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Crewe Advisors’s HEICO Corp HEI Stock Holding History

Crewe 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
Q2 		– Sell
-6
Closed -$1.6K – 789
2025
Q1 		$1.6K Buy
+6
New +$1.46K ﹤0.01% 555
2024
Q2 		– Sell
-4
Closed -$764 – 979
2024
Q1 		$764 Buy
+4
New +$742 ﹤0.01% 897
2023
Q1 		– Sell
-40
Closed -$6.15K – 919
2022
Q4 		$6.15K Buy
40
+3
+8% +$467 ﹤0.01% 639
2022
Q3 		$5K Hold
37
– – ﹤0.01% 849
2022
Q2 		$5K Buy
+37
New +$5.21K ﹤0.01% 756

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

Crewe Advisors's HEI Position: Q2 2025 in Review

Crewe Advisors sold out of HEICO Corp (HEI) in Q2 2025, closing a stake of 6 shares — an estimated $1.6K sold.

Crewe Advisors first reported a position in HEI in Q2 2022 and held it in 5 quarters. The position peaked at $6.15K in Q4 2022. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Crewe Advisors reported no remaining HEICO Corp position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 6 HEICO Corp shares in Q2 2025, an estimated $1.6K.
  • Crewe Advisors first reported a position in HEICO Corp in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's HEICO Corp position peaked at $6.15K in Q4 2022.
  • 706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.