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Summit Financial’s HEICO Corp Class A HEI.A Stock Holding History

Summit Financial’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 		$213K Buy
+825
New +$189K ﹤0.01% 1504

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
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
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

Summit Financial's HEI.A Position: Q2 2026 in Review

Summit Financial opened a new position in HEICO Corp Class A (HEI.A) in Q2 2026: 825 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

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

  • Summit Financial held 825 shares of HEICO Corp Class A worth $213K as of Q2 2026.
  • HEICO Corp Class A was a new Summit Financial position in Q2 2026.
  • HEICO Corp Class A made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1504 holding.
  • 664 funds tracked by Wall St. Rank held HEICO Corp Class A as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.