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Parkworth Wealth Management’s HEICO Corp HEI Stock Holding History

Parkworth 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
Q2 		$984 Buy
3
+2
+200% +$553 ﹤0.01% 418
2025
Q1 		$267 Hold
1
– – ﹤0.01% 631
2024
Q4 		$238 Buy
+1
New +$259 ﹤0.01% 697

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

Parkworth Wealth Management's HEI Position: Q2 2025 in Review

Parkworth Wealth Management increased its HEICO Corp (HEI) stake by 200% in Q2 2025, buying an estimated $553 and bringing the position to 3 shares worth $984. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Parkworth Wealth Management first reported a position in HEI in Q4 2024 and has held it in 3 quarters since. 705 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of HEICO Corp worth $984 as of Q2 2025.
  • Parkworth Wealth Management bought 2 HEICO Corp shares in Q2 2025, an estimated $553.
  • HEICO Corp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #418 holding.
  • Parkworth Wealth Management first reported a position in HEICO Corp in Q4 2024 and has held it in 3 quarters since.
  • 705 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.