LF
HEI icon

LifeSteps Financial’s HEICO Corp HEI Stock Holding History

LifeSteps Financial’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
Q2 		$356 Buy
+1
New +$304 ﹤0.01% 766
2024
Q2 		– Sell
-2
Closed -$382 – 215
2024
Q1 		$382 Buy
+2
New +$371 ﹤0.01% 425

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

LifeSteps Financial's HEI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in HEICO Corp (HEI) in Q2 2026: 1 share worth $356. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in HEI as recently as Q1 2024.

LifeSteps Financial first reported a position in HEI in Q1 2024 and has held it in 2 quarters since. The position peaked at $382 in Q1 2024. 77 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • LifeSteps Financial held 1 share of HEICO Corp worth $356 as of Q2 2026.
  • HEICO Corp was a new LifeSteps Financial position in Q2 2026.
  • HEICO Corp made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #766 holding.
  • LifeSteps Financial first reported a position in HEICO Corp in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's HEICO Corp position peaked at $382 in Q1 2024.
  • 77 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.