Meriwether Wealth & Planning’s HEICO Corp Class A HEI.A Stock Holding History

Meriwether Wealth & Planning’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 Q3	$2.06K	Buy	+9	New	+$2.24K	﹤0.01%	648

Other funds holding HEI.A

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

Hingham Institution for Savings Hingham, Massachusetts $134M AUM 17.18% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's HEI.A Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in HEICO Corp Class A (HEI.A) in Q3 2026: 9 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

134 funds tracked by Wall St. Rank hold HEI.A as of Q3 2026.

Meriwether Wealth & Planning held 9 shares of HEICO Corp Class A worth $2.06K as of Q3 2026.
HEICO Corp Class A was a new Meriwether Wealth & Planning position in Q3 2026.
HEICO Corp Class A made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #648 holding.
134 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.