LAM
HEI icon

Longboard Asset Management’s HEICO Corp HEI Stock Holding History

Longboard Asset 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 		– Sell
-785
Closed -$253K – 156
2025
Q3 		$253K Hold
785
– – 0.41% 69
2025
Q2 		$257K Buy
+785
New +$217K 0.64% 49
2025
Q1 		– Sell
-1,016
Closed -$242K – 176
2024
Q4 		$242K Buy
+1,016
New +$263K 0.64% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Longboard Asset Management's HEI Position: Q4 2025 in Review

Longboard Asset Management sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 785 shares — an estimated $253K sold.

Longboard Asset Management first reported a position in HEI in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q2 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Longboard Asset Management reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 785 HEICO Corp shares in Q4 2025, an estimated $253K.
  • Longboard Asset Management first reported a position in HEICO Corp in Q4 2024 and held it in 3 quarters.
  • Longboard Asset Management's HEICO Corp position peaked at $257K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.