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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
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

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

Pinnacle Wealth Planning Services's HEI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its HEICO Corp (HEI) stake by 1.5% in Q2 2026, selling an estimated $304 and leaving 66 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Pinnacle Wealth Planning Services first reported a position in HEI in Q4 2020 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 66 shares of HEICO Corp worth $23.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 HEICO Corp share in Q2 2026, an estimated $304.
  • HEICO Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1707 holding.
  • Pinnacle Wealth Planning Services first reported a position in HEICO Corp in Q4 2020 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.