Cornerstone Planning Group’s HEICO Corp HEI Stock Holding History

Cornerstone Planning Group’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 Q1	$49.4K	Sell	179 -11	-6%	-$3.54K	0.01%	406
2025 Q4	$62.9K	Sell	190 -28	-13%	-$8.85K	0.01%	295
2025 Q3	$67.7K	Buy	218 +79	+57%	+$25.1K	0.01%	268
2025 Q2	$43.5K	Sell	139 -21	-13%	-$5.81K	0.01%	264
2025 Q1	$38.8K	Buy	160 +12	+8%	+$2.92K	0.01%	283
2024 Q4	$34.8K	Hold	148	–	–	0.01%	234
2024 Q3	$36.8K	Hold	148	–	–	0.01%	223
2024 Q2	$33.6K	Sell	148 -116	-44%	-$24.5K	0.01%	250
2024 Q1	$55.8K	Sell	264 -72	-21%	-$13.4K	0.02%	163
2023 Q4	$60.1K	Hold	336	–	–	0.02%	160
2023 Q3	$54.4K	Sell	336 -10	-3%	-$1.7K	0.02%	171
2023 Q2	$61.2K	Buy	+346	New	+$58.3K	0.02%	211
2022 Q4	$61.5K	Buy	+383	New	+$59.6K	0.03%	234

Other funds holding HEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return