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Consolidated Planning Corp’s HEICO Corp HEI Stock Holding History

Consolidated Planning Corp’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
2026
Q2 		$3.34M Buy
9,366
+179
+2% +$54.5K 0.45% 39
2026
Q1 		$2.52M Buy
9,187
+6,208
+208% +$2M 0.41% 46
2025
Q4 		$964K Sell
2,979
-4,202
-59% -$1.33M 0.1% 127
2025
Q3 		$2.32M Buy
+7,181
New +$2.29M 0.24% 91

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Consolidated Planning Corp's HEI Position: Q2 2026 in Review

Consolidated Planning Corp increased its HEICO Corp (HEI) stake by 1.9% in Q2 2026, buying an estimated $54.5K and bringing the position to 9,366 shares worth $3.34M. The position accounts for 0.45% of the portfolio, ranked #39.

Consolidated Planning Corp first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Consolidated Planning Corp held 9,366 shares of HEICO Corp worth $3.34M as of Q2 2026.
  • Consolidated Planning Corp bought 179 HEICO Corp shares in Q2 2026, an estimated $54.5K.
  • HEICO Corp made up 0.45% of Consolidated Planning Corp's portfolio in Q2 2026, its #39 holding.
  • Consolidated Planning Corp first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.