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Freedom Investment Management’s HEICO Corp HEI Stock Holding History

Freedom Investment 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
-1,711
Closed -$561K – 370
2025
Q2 		$561K Sell
1,711
-253
-13% -$70K 0.04% 407
2025
Q1 		$525K Sell
1,964
-102
-5% -$24.8K 0.04% 408
2024
Q4 		$491K Buy
2,066
+16
+0.8% +$4.14K 0.04% 435
2024
Q3 		$536K Sell
2,050
-336
-14% -$81.3K 0.04% 422
2024
Q2 		$534K Sell
2,386
-456
-16% -$96.3K 0.04% 414
2024
Q1 		$543K Buy
+2,842
New +$527K 0.04% 412
2022
Q4 		– Sell
-4,986
Closed -$718K – 742
2022
Q3 		$718K Buy
4,986
+279
+6% +$41.8K 0.08% 314
2022
Q2 		$617K Sell
4,707
-2,954
-39% -$416K 0.07% 372
2022
Q1 		$1.1M Buy
7,661
+2,506
+49% +$364K 0.1% 264
2021
Q4 		$743K Sell
5,155
-2,810
-35% -$396K 0.05% 429
2021
Q3 		$1.01M Buy
7,965
+2,788
+54% +$367K 0.08% 318
2021
Q2 		$722K Sell
5,177
-30
-0.6% -$4.14K 0.05% 422
2021
Q1 		$655K Sell
5,207
-210
-4% -$27K 0.05% 435
2020
Q4 		$717K Sell
5,417
-217
-4% -$26.5K 0.08% 252
2020
Q3 		$590K Sell
5,634
-21
-0.4% -$2.17K 0.06% 254
2020
Q2 		$564K Sell
5,655
-25
-0.4% -$2.31K 0.06% 241
2020
Q1 		$730K Hold
5,680
– – 0.06% 247
2019
Q4 		$648K Sell
5,680
-312
-5% -$38.4K 0.06% 286
2019
Q3 		$748K Buy
+5,992
New +$819K 0.07% 263

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

Freedom Investment Management's HEI Position: Q3 2025 in Review

Freedom Investment Management sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 1,711 shares — an estimated $561K sold.

Freedom Investment Management first reported a position in HEI in Q3 2019 and held it in 19 quarters. The position peaked at $1.1M in Q1 2022. 713 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Freedom Investment Management reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,711 HEICO Corp shares in Q3 2025, an estimated $561K.
  • Freedom Investment Management first reported a position in HEICO Corp in Q3 2019 and held it in 19 quarters.
  • Freedom Investment Management's HEICO Corp position peaked at $1.1M in Q1 2022.
  • 713 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.