Action Point Financial Planning’s HEICO Corp Class A HEI.A Stock Holding History

Action Point Financial Planning’s Portfolio HEI.A Stock Details HEI.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.22K	Buy	+31	New	+$7.08K	﹤0.01%	1621

Other funds holding HEI.A

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's HEI.A Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 31 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings.

663 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

Action Point Financial Planning held 31 shares of HEICO Corp Class A worth $7.22K as of Q2 2026.
HEICO Corp Class A was a new Action Point Financial Planning position in Q2 2026.
HEICO Corp Class A made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1621 holding.
663 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.