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ORG Partners’s HEICO Corp HEI Stock Holding History

ORG Partners’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 		$18.1K Buy
56
+26
+87% +$8.22K ﹤0.01% 835
2025
Q3 		$9.68K Buy
30
+8
+36% +$2.55K ﹤0.01% 981
2025
Q2 		$7.07K Buy
22
+7
+47% +$1.94K ﹤0.01% 973
2025
Q1 		$3.51K Buy
+15
New +$3.65K ﹤0.01% 998

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

ORG Partners's HEI Position: Q4 2025 in Review

ORG Partners increased its HEICO Corp (HEI) stake by 87% in Q4 2025, buying an estimated $8.22K and bringing the position to 56 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

ORG Partners first reported a position in HEI in Q1 2025 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • ORG Partners held 56 shares of HEICO Corp worth $18.1K as of Q4 2025.
  • ORG Partners bought 26 HEICO Corp shares in Q4 2025, an estimated $8.22K.
  • HEICO Corp made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #835 holding.
  • ORG Partners first reported a position in HEICO Corp in Q1 2025 and has held it in 4 quarters since.
  • 756 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.