Garde Capital’s HEICO Corp HEI Stock Holding History

Garde Capital’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	-5	Closed	-$1.64K	–	490
2025 Q2	$1.64K	Hold	5	–	–	﹤0.01%	643
2025 Q1	$1.34K	Buy	+5	New	+$1.22K	﹤0.01%	642

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Garde Capital's HEI Position: Q3 2025 in Review

Garde Capital sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 5 shares — an estimated $1.64K sold.

Garde Capital first reported a position in HEI in Q1 2025 and held it in 2 quarters. The position peaked at $1.64K in Q2 2025. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

Garde Capital reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 HEICO Corp shares in Q3 2025, an estimated $1.64K.
Garde Capital first reported a position in HEICO Corp in Q1 2025 and held it in 2 quarters.
Garde Capital's HEICO Corp position peaked at $1.64K in Q2 2025.
714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.