Longfellow Investment Management’s HEICO Corp HEI Stock Holding History

Longfellow Investment 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	-7	Closed	-$2.26K	–	251
2025 Q3	$2.26K	Hold	7	–	–	﹤0.01%	219
2025 Q2	$2.3K	Hold	7	–	–	﹤0.01%	217
2025 Q1	$1.87K	Hold	7	–	–	﹤0.01%	228
2024 Q4	$1.66K	Hold	7	–	–	﹤0.01%	239
2024 Q3	$1.83K	Hold	7	–	–	﹤0.01%	221
2024 Q2	$1.56K	Hold	7	–	–	﹤0.01%	217
2024 Q1	$1.34K	Hold	7	–	–	﹤0.01%	240
2023 Q4	$1.25K	Hold	7	–	–	﹤0.01%	219
2023 Q3	$1.13K	Hold	7	–	–	﹤0.01%	212
2023 Q2	$1.24K	Hold	7	–	–	﹤0.01%	240
2023 Q1	$1.2K	Hold	7	–	–	﹤0.01%	237
2022 Q4	$1.07K	Hold	7	–	–	﹤0.01%	245
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	307
2022 Q2	$1K	Buy	7 +2	+40%	+$282	﹤0.01%	334
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	365
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	367
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	395
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	411
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	470
2020 Q4	$1K	Buy	+5	New	+$610	﹤0.01%	487

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Longfellow Investment Management's HEI Position: Q4 2025 in Review

Longfellow Investment Management sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 7 shares — an estimated $2.26K sold.

Longfellow Investment Management first reported a position in HEI in Q4 2020 and held it in 20 quarters. The position peaked at $2.3K in Q2 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

Longfellow Investment Management reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
Longfellow Investment Management sold 7 HEICO Corp shares in Q4 2025, an estimated $2.26K.
Longfellow Investment Management first reported a position in HEICO Corp in Q4 2020 and held it in 20 quarters.
Longfellow Investment Management's HEICO Corp position peaked at $2.3K in Q2 2025.
757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Longfellow Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.