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Planning Strategies’s HEICO Corp Class A HEI.A Stock Holding History

Planning Strategies’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
Q2 		$1.8K Buy
+7
New +$1.6K ﹤0.01% 618

Other funds holding HEI.A

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Planning Strategies's HEI.A Position: Q2 2026 in Review

Planning Strategies opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 7 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings.

631 funds tracked by Wall St. Rank hold HEI.A as of Q2 2026.

  • Planning Strategies held 7 shares of HEICO Corp Class A worth $1.8K as of Q2 2026.
  • HEICO Corp Class A was a new Planning Strategies position in Q2 2026.
  • HEICO Corp Class A made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #618 holding.
  • 631 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.