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HEI icon

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 $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 $5.7T 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 $653B AUM 32.41% 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