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Retireful LLC’s HEICO Corp HEI Stock Holding History

Retireful LLC’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
Q3 		– Sell
-1,296
Closed -$425K – 125
2025
Q2 		$425K Sell
1,296
-168
-11% -$46.5K 0.29% 98
2025
Q1 		$390K Buy
+1,464
New +$356K 0.37% 71
2024
Q3 		– Sell
-13,790
Closed -$3.08M – 91
2024
Q2 		$3.08M Buy
+13,790
New +$2.91M 1.45% 18

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Retireful LLC's HEI Position: Q3 2025 in Review

Retireful LLC sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 1,296 shares — an estimated $425K sold.

Retireful LLC first reported a position in HEI in Q2 2024 and held it in 3 quarters. The position peaked at $3.08M in Q2 2024. 713 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Retireful LLC reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • Retireful LLC sold 1,296 HEICO Corp shares in Q3 2025, an estimated $425K.
  • Retireful LLC first reported a position in HEICO Corp in Q2 2024 and held it in 3 quarters.
  • Retireful LLC's HEICO Corp position peaked at $3.08M in Q2 2024.
  • 713 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.