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Strategic Planning Group’s HEICO Corp HEI Stock Holding History

Strategic Planning Group’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 		$14.2M Buy
39,847
+1,954
+5% +$594K 1.55% 25
2026
Q1 		$10.4M Buy
+37,893
New +$12.2M 1.45% 29

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

Strategic Planning Group's HEI Position: Q2 2026 in Review

Strategic Planning Group increased its HEICO Corp (HEI) stake by 5.2% in Q2 2026, buying an estimated $594K and bringing the position to 39,847 shares worth $14.2M. The position accounts for 1.55% of the portfolio, ranked #25.

Strategic Planning Group first reported a position in HEI in Q1 2026 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Strategic Planning Group held 39,847 shares of HEICO Corp worth $14.2M as of Q2 2026.
  • Strategic Planning Group bought 1,954 HEICO Corp shares in Q2 2026, an estimated $594K.
  • HEICO Corp made up 1.55% of Strategic Planning Group's portfolio in Q2 2026, its #25 holding.
  • Strategic Planning Group first reported a position in HEICO Corp in Q1 2026 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.