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Dynasty Wealth Management’s HEICO Corp HEI Stock Holding History

Dynasty 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
Q3 		– Sell
-636
Closed -$209K – 326
2025
Q2 		$209K Sell
636
-145
-19% -$40.1K ﹤0.01% 227
2025
Q1 		$209K Buy
+781
New +$190K ﹤0.01% 246
2024
Q4 		– Sell
-781
Closed -$204K – 258
2024
Q3 		$204K Buy
+781
New +$189K 0.01% 224

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dynasty Wealth Management's HEI Position: Q3 2025 in Review

Dynasty Wealth Management sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 636 shares — an estimated $209K sold.

Dynasty Wealth Management first reported a position in HEI in Q3 2024 and held it in 3 quarters. The position peaked at $209K in Q2 2025. 713 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Dynasty Wealth Management reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 636 HEICO Corp shares in Q3 2025, an estimated $209K.
  • Dynasty Wealth Management first reported a position in HEICO Corp in Q3 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's HEICO Corp position peaked at $209K in Q2 2025.
  • 713 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.