Independent Advisor Alliance’s HEICO Corp HEI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-624	Closed	-$201K	–	1029
2025 Q3	$201K	Buy	+624	New	+$199K	0.01%	893

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

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

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

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

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

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

Independent Advisor Alliance's HEI Position: Q4 2025 in Review

Independent Advisor Alliance sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 624 shares — an estimated $201K sold.

Independent Advisor Alliance first reported a position in HEI in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

Independent Advisor Alliance reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
Independent Advisor Alliance sold 624 HEICO Corp shares in Q4 2025, an estimated $201K.
Independent Advisor Alliance first reported a position in HEICO Corp in Q3 2025 and held it in 1 quarter.
Independent Advisor Alliance's HEICO Corp position peaked at $201K in Q3 2025.
757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.