Cornerstone Planning Group
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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
Q3 		– Sell
-178
Closed -$59.7K – 820
2026
Q2 		$59.7K Sell
178
-1
-0.6% -$304 0.01% 361
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Carderock Capital Management
Carderock Capital Management Chevy Chase, Maryland $435M AUM 26.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cornerstone Planning Group's HEI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of HEICO Corp (HEI) in Q3 2026, closing a stake of 178 shares — an estimated $59.7K sold.

Cornerstone Planning Group first reported a position in HEI in Q4 2022 and held it in 14 quarters. The position peaked at $67.7K in Q3 2025. 152 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining HEICO Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 178 HEICO Corp shares in Q3 2026, an estimated $59.7K.
  • Cornerstone Planning Group first reported a position in HEICO Corp in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's HEICO Corp position peaked at $67.7K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.