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Legacy Investment Solutions’s HEICO Corp HEI Stock Holding History

Legacy Investment Solutions’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 		$4.92K Buy
+15
New +$4.15K ﹤0.01% 402
2024
Q4 		$3.52K Buy
+15
New +$3.89K ﹤0.01% 430

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legacy Investment Solutions's HEI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in HEICO Corp (HEI) in Q2 2025: 15 shares worth $4.92K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HEI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HEI in Q4 2024 and has held it in 2 quarters since. 705 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Legacy Investment Solutions held 15 shares of HEICO Corp worth $4.92K as of Q2 2025.
  • HEICO Corp was a new Legacy Investment Solutions position in Q2 2025.
  • HEICO Corp made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #402 holding.
  • Legacy Investment Solutions first reported a position in HEICO Corp in Q4 2024 and has held it in 2 quarters since.
  • 705 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.