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Northeast Financial Consultants’s HEICO Corp HEI Stock Holding History

Northeast Financial Consultants’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 		$1.34M Hold
4,100
– – 0.06% 137
2025
Q1 		$1.1M Hold
4,100
– – 0.05% 147
2024
Q4 		$975K Hold
4,100
– – 0.04% 156
2024
Q3 		$1.07M Hold
4,100
– – 0.05% 150
2024
Q2 		$917K Hold
4,100
– – 0.04% 155
2024
Q1 		$783K Hold
4,100
– – 0.04% 156
2023
Q4 		$733K Hold
4,100
– – 0.04% 159
2023
Q3 		$664K Hold
4,100
– – 0.04% 158
2023
Q2 		$725K Hold
4,100
– – 0.04% 155
2023
Q1 		$701K Buy
+4,100
New +$690K 0.04% 159

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

Northeast Financial Consultants's HEI Position: Q2 2025 in Review

Northeast Financial Consultants held its HEICO Corp (HEI) position steady in Q2 2025 at 4,100 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #137.

Northeast Financial Consultants first reported a position in HEI in Q1 2023 and has held it in 10 quarters since. 705 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Northeast Financial Consultants held 4,100 shares of HEICO Corp worth $1.34M as of Q2 2025.
  • Northeast Financial Consultants left its HEICO Corp share count unchanged in Q2 2025.
  • HEICO Corp made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #137 holding.
  • Northeast Financial Consultants first reported a position in HEICO Corp in Q1 2023 and has held it in 10 quarters since.
  • 705 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.