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

Elevation Wealth Partners’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	$5.16K	Buy	+20	New	+$4.57K	﹤0.01%	1008

Other funds holding HEI.A

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Elevation Wealth Partners's HEI.A Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 20 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

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

Elevation Wealth Partners held 20 shares of HEICO Corp Class A worth $5.16K as of Q2 2026.
HEICO Corp Class A was a new Elevation Wealth Partners position in Q2 2026.
HEICO Corp Class A made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1008 holding.
180 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.