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Inspire Investing’s HEICO Corp HEI Stock Holding History

Inspire Investing’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
-2,775
Closed -$910K – 896
2025
Q2 		$910K Buy
+2,775
New +$768K 0.1% 203
2024
Q3 		– Sell
-4,455
Closed -$996K – 863
2024
Q2 		$996K Sell
4,455
-1,479
-25% -$312K 0.11% 212
2024
Q1 		$1.13M Sell
5,934
-48
-0.8% -$8.91K 0.12% 213
2023
Q4 		$1.07M Sell
5,982
-41
-0.7% -$6.94K 0.12% 222
2023
Q3 		$975K Buy
6,023
+563
+10% +$95.5K 0.12% 191
2023
Q2 		$966K Buy
5,460
+3,269
+149% +$551K 0.12% 197
2023
Q1 		$375K Sell
2,191
-51
-2% -$8.59K 0.05% 322
2022
Q4 		$344K Buy
2,242
+207
+10% +$32.2K 0.04% 254
2022
Q3 		$293K Buy
+2,035
New +$305K 0.04% 254

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 $3.38T AUM 44.17% 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

Inspire Investing's HEI Position: Q3 2025 in Review

Inspire Investing sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 2,775 shares — an estimated $910K sold.

Inspire Investing first reported a position in HEI in Q3 2022 and held it in 9 quarters. The position peaked at $1.13M in Q1 2024. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Inspire Investing reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • Inspire Investing sold 2,775 HEICO Corp shares in Q3 2025, an estimated $910K.
  • Inspire Investing first reported a position in HEICO Corp in Q3 2022 and held it in 9 quarters.
  • Inspire Investing's HEICO Corp position peaked at $1.13M in Q1 2024.
  • 714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Inspire Investing's 13F filing for Q3 2025, filed 15 Oct 2025.