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Litman Gregory Wealth Management’s HEICO Corp HEI Stock Holding History

Litman Gregory Wealth Management’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 		$1.29K Buy
+4
New +$1.26K ﹤0.01% 313

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Litman Gregory Wealth Management's HEI Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in HEICO Corp (HEI) in Q4 2025: 4 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #313 among its holdings.

757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Litman Gregory Wealth Management held 4 shares of HEICO Corp worth $1.29K as of Q4 2025.
  • HEICO Corp was a new Litman Gregory Wealth Management position in Q4 2025.
  • HEICO Corp made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #313 holding.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.