Global Financial Private Client’s HEICO Corp HEI Stock Holding History

Global Financial Private Client’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	-62	Closed	-$16.6K	–	799
2025 Q1	$16.6K	Buy	62 +4	+7%	+$974	0.01%	480
2024 Q4	$13.8K	Buy	58 +1	+2%	+$259	0.01%	486
2024 Q3	$14.9K	Hold	57	–	–	0.01%	474
2024 Q2	$12.7K	Hold	57	–	–	0.01%	424
2024 Q1	$10.7K	Hold	57	–	–	﹤0.01%	453
2023 Q4	$10.2K	Hold	57	–	–	﹤0.01%	457
2023 Q3	$9.18K	Hold	57	–	–	﹤0.01%	451
2023 Q2	$10K	Hold	57	–	–	﹤0.01%	436
2023 Q1	$9.82K	Hold	57	–	–	0.01%	450
2022 Q4	$8.76K	Hold	57	–	–	﹤0.01%	438
2022 Q3	$8.42K	Hold	57	–	–	﹤0.01%	425
2022 Q2	$7.59K	Hold	57	–	–	﹤0.01%	422
2022 Q1	$8.91K	Hold	57	–	–	﹤0.01%	420
2021 Q4	$8.22K	Hold	57	–	–	﹤0.01%	414
2021 Q3	$7.72K	Hold	57	–	–	﹤0.01%	371
2021 Q2	$8.02K	Hold	57	–	–	﹤0.01%	375
2021 Q1	$7.29K	Hold	57	–	–	0.01%	333
2020 Q4	$7.55K	Hold	57	–	–	0.01%	325
2020 Q3	$6.01K	Hold	57	–	–	0.01%	331
2020 Q2	$5.74K	Hold	57	–	–	0.01%	384
2020 Q1	$3.92K	Hold	57	–	–	﹤0.01%	410
2019 Q4	$6.51K	Buy	+57	New	+$7.01K	0.01%	404

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Global Financial Private Client's HEI Position: Q2 2025 in Review

Global Financial Private Client sold out of HEICO Corp (HEI) in Q2 2025, closing a stake of 62 shares — an estimated $16.6K sold.

Global Financial Private Client first reported a position in HEI in Q4 2019 and held it in 22 quarters. The position peaked at $16.6K in Q1 2025. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

Global Financial Private Client reported no remaining HEICO Corp position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 62 HEICO Corp shares in Q2 2025, an estimated $16.6K.
Global Financial Private Client first reported a position in HEICO Corp in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's HEICO Corp position peaked at $16.6K in Q1 2025.
706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.