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Meramec Financial Planners’s HEICO Corp HEI Stock Holding History

Meramec Financial Planners’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 		– Sell
-41
Closed -$12K – 591
2026
Q1 		$12K Hold
41
– – ﹤0.01% 313
2025
Q4 		$13.4K Buy
+41
New +$13K 0.01% 309

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meramec Financial Planners's HEI Position: Q2 2026 in Review

Meramec Financial Planners sold out of HEICO Corp (HEI) in Q2 2026, closing a stake of 41 shares — an estimated $12K sold.

Meramec Financial Planners first reported a position in HEI in Q4 2025 and held it in 2 quarters. The position peaked at $13.4K in Q4 2025. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Meramec Financial Planners reported no remaining HEICO Corp position as of Q2 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 41 HEICO Corp shares in Q2 2026, an estimated $12K.
  • Meramec Financial Planners first reported a position in HEICO Corp in Q4 2025 and held it in 2 quarters.
  • Meramec Financial Planners's HEICO Corp position peaked at $13.4K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.