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BFC Planning, Inc.’s HEICO Corp HEI Stock Holding History

BFC Planning, Inc.’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 		$221K Hold
728
– – 0.01% 890
2026
Q2 		$259K Sell
728
-5
-0.7% -$1.52K 0.01% 844
2026
Q1 		$201K Sell
733
-25
-3% -$8.05K 0.01% 875
2025
Q4 		$245K Hold
758
– – 0.01% 796
2025
Q3 		$245K Buy
758
+22
+3% +$7K 0.02% 604
2025
Q2 		$241K Buy
736
+12
+2% +$3.32K 0.02% 569
2025
Q1 		$193K Sell
724
-70
-9% -$17K 0.02% 624
2024
Q4 		$189K Buy
794
+124
+19% +$32.1K 0.02% 641
2024
Q3 		$175K Buy
+670
New +$162K 0.02% 652

Other funds holding HEI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BFC Planning, Inc.'s HEI Position: Q3 2026 in Review

BFC Planning, Inc. held its HEICO Corp (HEI) position steady in Q3 2026 at 728 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #890.

BFC Planning, Inc. first reported a position in HEI in Q3 2024 and has held it in 9 quarters since. The position peaked at $259K in Q2 2026. 630 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • BFC Planning, Inc. held 728 shares of HEICO Corp worth $221K as of Q3 2026.
  • BFC Planning, Inc. left its HEICO Corp share count unchanged in Q3 2026.
  • HEICO Corp made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #890 holding.
  • BFC Planning, Inc. first reported a position in HEICO Corp in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s HEICO Corp position peaked at $259K in Q2 2026.
  • 630 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.