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Journey Retirement Planning & Investment Management’s HEICO Corp HEI Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-735
Closed -$238K – 180
2025
Q4 		$238K Buy
+735
New +$232K 0.05% 228

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Journey Retirement Planning & Investment Management's HEI Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of HEICO Corp (HEI) in Q1 2026, closing a stake of 735 shares — an estimated $238K sold.

Journey Retirement Planning & Investment Management first reported a position in HEI in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining HEICO Corp position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 735 HEICO Corp shares in Q1 2026, an estimated $238K.
  • Journey Retirement Planning & Investment Management first reported a position in HEICO Corp in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's HEICO Corp position peaked at $238K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.