Balance Wealth
HEI.A icon

Balance Wealth’s HEICO Corp Class A HEI.A Stock Holding History

Balance Wealth’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
Q3 		$278 Buy
+1
New +$249 ﹤0.01% 919

Other funds holding HEI.A

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Maren Capital
Maren Capital Chicago, Illinois $2.07B AUM 9.13% 1-Year Est. Return

Balance Wealth's HEI.A Position: Q3 2026 in Review

Balance Wealth opened a new position in HEICO Corp Class A (HEI.A) in Q3 2026: 1 share worth $278. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

533 funds tracked by Wall St. Rank hold HEI.A as of Q3 2026.

  • Balance Wealth held 1 share of HEICO Corp Class A worth $278 as of Q3 2026.
  • HEICO Corp Class A was a new Balance Wealth position in Q3 2026.
  • HEICO Corp Class A made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #919 holding.
  • 533 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.