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Hemington Wealth Management’s HEICO Corp HEI Stock Holding History

Hemington 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 		$134K Sell
418
-1
-0.2% -$318 0.02% 198
2025
Q2 		$137K Buy
419
+3
+0.7% +$830 0.02% 184
2025
Q1 		$111K Buy
416
+9
+2% +$2.19K 0.02% 188
2024
Q4 		$96K Buy
407
+6
+1% +$1.55K 0.02% 199
2024
Q3 		$98K Buy
+401
New +$97K 0.03% 193

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

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

Hemington Wealth Management reduced its HEICO Corp (HEI) stake by 0.24% in Q3 2025, selling an estimated $318 and leaving 418 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #198.

Hemington Wealth Management first reported a position in HEI in Q3 2024 and has held it in 5 quarters since. The position peaked at $137K in Q2 2025. 713 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Hemington Wealth Management held 418 shares of HEICO Corp worth $134K as of Q3 2025.
  • Hemington Wealth Management sold 1 HEICO Corp share in Q3 2025, an estimated $318.
  • HEICO Corp made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #198 holding.
  • Hemington Wealth Management first reported a position in HEICO Corp in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's HEICO Corp position peaked at $137K in Q2 2025.
  • 713 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.