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Riverview Trust Company’s HEICO Corp HEI Stock Holding History

Riverview Trust Company’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 		– Sell
-98
Closed -$26.2K – 370
2025
Q1 		$26.2K Hold
98
– – 0.03% 339
2024
Q4 		$23.3K Hold
98
– – 0.02% 402
2024
Q3 		$25.6K Hold
98
– – 0.02% 368
2024
Q2 		$21.9K Hold
98
– – 0.02% 397
2024
Q1 		$18.7K Buy
+98
New +$18.2K 0.01% 510
2023
Q4 		– Sell
-98
Closed -$15.9K – 319
2023
Q3 		$15.9K Hold
98
– – 0.01% 499
2023
Q2 		$17.3K Hold
98
– – 0.02% 427
2023
Q1 		$16.8K Hold
98
– – 0.02% 416
2022
Q4 		$15K Hold
98
– – 0.01% 425
2022
Q3 		$14K Hold
98
– – 0.01% 466
2022
Q2 		$13K Buy
+98
New +$13.8K 0.01% 555

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Riverview Trust Company's HEI Position: Q2 2025 in Review

Riverview Trust Company sold out of HEICO Corp (HEI) in Q2 2025, closing a stake of 98 shares — an estimated $26.2K sold.

Riverview Trust Company first reported a position in HEI in Q2 2022 and held it in 11 quarters. The position peaked at $26.2K in Q1 2025. 706 funds tracked by Wall St. Rank hold HEI as of Q2 2025.

  • Riverview Trust Company reported no remaining HEICO Corp position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 98 HEICO Corp shares in Q2 2025, an estimated $26.2K.
  • Riverview Trust Company first reported a position in HEICO Corp in Q2 2022 and held it in 11 quarters.
  • Riverview Trust Company's HEICO Corp position peaked at $26.2K in Q1 2025.
  • 706 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.