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Phoenix Financial’s HEICO Corp HEI Stock Holding History

Phoenix Financial’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
-700
Closed -$226K – 482
2025
Q3 		$226K Buy
700
+10
+1% +$3.18K ﹤0.01% 429
2025
Q2 		$226K Buy
+690
New +$191K ﹤0.01% 385
2020
Q2 		– Sell
-3,535
Closed -$256K – 332
2020
Q1 		$256K Buy
+3,535
New +$386K 0.01% 277

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's HEI Position: Q4 2025 in Review

Phoenix Financial sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 700 shares — an estimated $226K sold.

Phoenix Financial first reported a position in HEI in Q1 2020 and held it in 3 quarters. The position peaked at $256K in Q1 2020. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Phoenix Financial reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 700 HEICO Corp shares in Q4 2025, an estimated $226K.
  • Phoenix Financial first reported a position in HEICO Corp in Q1 2020 and held it in 3 quarters.
  • Phoenix Financial's HEICO Corp position peaked at $256K in Q1 2020.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.