Transce3nd’s HEICO Corp HEI Stock Holding History

Transce3nd’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	-14	Closed	-$4.59K	–	584
2025 Q2	$4.59K	Hold	14	–	–	﹤0.01%	761
2025 Q1	$3.74K	Hold	14	–	–	﹤0.01%	777
2024 Q4	$3.33K	Buy	+14	New	+$3.63K	﹤0.01%	1017

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Transce3nd's HEI Position: Q3 2025 in Review

Transce3nd sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 14 shares — an estimated $4.59K sold.

Transce3nd first reported a position in HEI in Q4 2024 and held it in 3 quarters. The position peaked at $4.59K in Q2 2025. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

Transce3nd reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 14 HEICO Corp shares in Q3 2025, an estimated $4.59K.
Transce3nd first reported a position in HEICO Corp in Q4 2024 and held it in 3 quarters.
Transce3nd's HEICO Corp position peaked at $4.59K in Q2 2025.
714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.