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Ridgewood Investments’s HEICO Corp HEI Stock Holding History

Ridgewood Investments’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
-131
Closed -$43K – 402
2025
Q2 		$43K Buy
131
+35
+36% +$9.68K 0.02% 353
2025
Q1 		$25.6K Buy
96
+46
+92% +$11.2K 0.01% 399
2024
Q4 		$11.9K Hold
50
– – 0.01% 468
2024
Q3 		$13.1K Hold
50
– – 0.01% 469
2024
Q2 		$11.2K Buy
+50
New +$10.6K 0.01% 494

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ridgewood Investments's HEI Position: Q3 2025 in Review

Ridgewood Investments sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 131 shares — an estimated $43K sold.

Ridgewood Investments first reported a position in HEI in Q2 2024 and held it in 5 quarters. The position peaked at $43K in Q2 2025. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • Ridgewood Investments reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 131 HEICO Corp shares in Q3 2025, an estimated $43K.
  • Ridgewood Investments first reported a position in HEICO Corp in Q2 2024 and held it in 5 quarters.
  • Ridgewood Investments's HEICO Corp position peaked at $43K in Q2 2025.
  • 714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.