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Global Retirement Partners’s HEICO Corp HEI Stock Holding History

Global Retirement Partners’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
Q4 		$154K Buy
477
+377
+377% +$119K ﹤0.01% 1634
2025
Q3 		$32.3K Buy
100
+12
+14% +$3.82K ﹤0.01% 2144
2025
Q2 		$28.9K Buy
+88
New +$24.3K ﹤0.01% 2077
2024
Q4 		$14.7K Hold
62
– – ﹤0.01% 2239
2024
Q3 		$16.2K Hold
62
– – ﹤0.01% 2092
2024
Q2 		$13.9K Hold
62
– – ﹤0.01% 2167
2024
Q1 		$11.8K Hold
62
– – ﹤0.01% 2051
2023
Q4 		$10.6K Buy
62
+59
+1,967% +$9.99K ﹤0.01% 2052
2023
Q3 		$482 Buy
3
+1
+50% +$170 ﹤0.01% 2969
2023
Q2 		$354 Hold
2
– – ﹤0.01% 3022
2023
Q1 		$341 Hold
2
– – ﹤0.01% 3008
2022
Q4 		$307 Buy
+2
New +$311 ﹤0.01% 2868
2021
Q4 		– Sell
-100
Closed -$13K – 891
2021
Q3 		$13K Hold
100
– – ﹤0.01% 1337
2021
Q2 		$14K Hold
100
– – ﹤0.01% 1296
2021
Q1 		$13K Hold
100
– – ﹤0.01% 1223
2020
Q4 		$13K Hold
100
– – ﹤0.01% 1183
2020
Q3 		$10K Hold
100
– – ﹤0.01% 1135
2020
Q2 		$10K Hold
100
– – ﹤0.01% 1106
2020
Q1 		$7K Hold
100
– – ﹤0.01% 1132
2019
Q4 		$11K Hold
100
– – ﹤0.01% 1129
2019
Q3 		$12K Hold
100
– – ﹤0.01% 1073
2019
Q2 		$13K Hold
100
– – ﹤0.01% 1039
2019
Q1 		$9K Buy
+100
New +$8.72K ﹤0.01% 1078
2018
Q3 		– Sell
-51
Closed -$4K – 1551
2018
Q2 		$4K Hold
51
– – ﹤0.01% 1242
2018
Q1 		$4K Sell
51
-13
-20% -$850 ﹤0.01% 1200
2017
Q4 		$3K Sell
64
-327
-84% -$15.2K ﹤0.01% 1224
2017
Q3 		$18K Buy
+391
New +$16.6K 0.01% 678

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Global Retirement Partners's HEI Position: Q4 2025 in Review

Global Retirement Partners increased its HEICO Corp (HEI) stake by 377% in Q4 2025, buying an estimated $119K and bringing the position to 477 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Global Retirement Partners first reported a position in HEI in Q3 2017 and has held it in 27 quarters since. 756 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Global Retirement Partners held 477 shares of HEICO Corp worth $154K as of Q4 2025.
  • Global Retirement Partners bought 377 HEICO Corp shares in Q4 2025, an estimated $119K.
  • HEICO Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1634 holding.
  • Global Retirement Partners first reported a position in HEICO Corp in Q3 2017 and has held it in 27 quarters since.
  • 756 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.