Interval Partners’s HEICO Corp HEI Stock Holding History

Interval Partners’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 Q2	–	Sell	-11,704	Closed	-$3.13M	–	420
2025 Q1	$3.13M	Buy	+11,704	New	+$2.85M	0.07%	231

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Interval Partners's HEI Position: Q2 2025 in Review

Interval Partners sold out of HEICO Corp (HEI) in Q2 2025, closing a stake of 11,704 shares — an estimated $3.13M sold.

Interval Partners first reported a position in HEI in Q1 2025 and held it in 1 quarter. The position peaked at $3.13M in Q1 2025. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

Interval Partners reported no remaining HEICO Corp position as of Q2 2025 after selling out during the quarter.
Interval Partners sold 11,704 HEICO Corp shares in Q2 2025, an estimated $3.13M.
Interval Partners first reported a position in HEICO Corp in Q1 2025 and held it in 1 quarter.
Interval Partners's HEICO Corp position peaked at $3.13M in Q1 2025.
706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Interval Partners's 13F filing for Q2 2025, filed 14 Aug 2025.