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InceptionR’s HEICO Corp HEI Stock Holding History

InceptionR’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
-5,478
Closed -$1.8M – 796
2025
Q2 		$1.8M Buy
5,478
+646
+13% +$179K 0.42% 34
2025
Q1 		$1.29M Buy
+4,832
New +$1.18M 0.39% 58
2024
Q4 		– Sell
-3,478
Closed -$909K – 725
2024
Q3 		$909K Buy
+3,478
New +$841K 0.22% 153
2024
Q2 		– Sell
-5,777
Closed -$1.1M – 706
2024
Q1 		$1.1M Buy
5,777
+2,681
+87% +$498K 0.28% 119
2023
Q4 		$554K Buy
+3,096
New +$524K 0.4% 85
2023
Q3 		– Sell
-2,783
Closed -$492K – 466
2023
Q2 		$492K Buy
+2,783
New +$469K 0.26% 148

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

InceptionR's HEI Position: Q3 2025 in Review

InceptionR sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 5,478 shares — an estimated $1.8M sold.

InceptionR first reported a position in HEI in Q2 2023 and held it in 6 quarters. The position peaked at $1.8M in Q2 2025. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • InceptionR reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 5,478 HEICO Corp shares in Q3 2025, an estimated $1.8M.
  • InceptionR first reported a position in HEICO Corp in Q2 2023 and held it in 6 quarters.
  • InceptionR's HEICO Corp position peaked at $1.8M in Q2 2025.
  • 714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.