Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s HEICO Corp HEI Stock Holding History

Pinnacle Wealth Planning Services’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 		$20.3K Buy
67
+1
+2% +$340 ﹤0.01% 1774
2026
Q2 		$23.5K Sell
66
-1
-1% -$304 ﹤0.01% 1707
2026
Q1 		$18.4K Buy
67
+6
+10% +$1.93K ﹤0.01% 1734
2025
Q4 		$19.7K Buy
+61
New +$19.3K ﹤0.01% 1720
2021
Q1 		– Sell
-68
Closed -$9K – 1032
2020
Q4 		$9K Buy
+68
New +$8.3K ﹤0.01% 1423

Other funds holding HEI

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Pinnacle Wealth Planning Services's HEI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its HEICO Corp (HEI) stake by 1.5% in Q3 2026, buying an estimated $340 and bringing the position to 67 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Pinnacle Wealth Planning Services first reported a position in HEI in Q4 2020 and has held it in 5 quarters since. The position peaked at $23.5K in Q2 2026. 542 funds tracked by Wall St. Rank hold HEI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 67 shares of HEICO Corp worth $20.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1 HEICO Corp share in Q3 2026, an estimated $340.
  • HEICO Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1774 holding.
  • Pinnacle Wealth Planning Services first reported a position in HEICO Corp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's HEICO Corp position peaked at $23.5K in Q2 2026.
  • 542 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.