PharVision Advisers’s HEICO Corp HEI Stock Holding History

PharVision Advisers’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	-664	Closed	-$214K	–	821
2025 Q3	$214K	Buy	+664	New	+$211K	0.12%	455

Other funds holding HEI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PharVision Advisers's HEI Position: Q4 2025 in Review

PharVision Advisers sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 664 shares — an estimated $214K sold.

PharVision Advisers first reported a position in HEI in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

PharVision Advisers reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 664 HEICO Corp shares in Q4 2025, an estimated $214K.
PharVision Advisers first reported a position in HEICO Corp in Q3 2025 and held it in 1 quarter.
PharVision Advisers's HEICO Corp position peaked at $214K in Q3 2025.
757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.