Total Wealth Planning & Management’s HEICO Corp HEI Stock Holding History

Total Wealth Planning & Management’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	$1.27M	Buy	3,572 +895	+33%	+$272K	0.86%	25
2026 Q1	$734K	Buy	2,677 +3	+0.1%	+$966	0.54%	60
2025 Q4	$865K	Buy	+2,674	New	+$845K	0.64%	43
2025 Q2	$826K	Sell	2,518 -317	-11%	-$87.7K	0.67%	37
2025 Q1	$757K	Buy	2,835 +154	+6%	+$37.5K	0.72%	34
2024 Q4	$637K	Buy	+2,681	New	+$695K	0.58%	46

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Total Wealth Planning & Management's HEI Position: Q2 2026 in Review

Total Wealth Planning & Management increased its HEICO Corp (HEI) stake by 33% in Q2 2026, buying an estimated $272K and bringing the position to 3,572 shares worth $1.27M. The position accounts for 0.86% of the portfolio, ranked #25.

Total Wealth Planning & Management first reported a position in HEI in Q4 2024 and has held it in 6 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Total Wealth Planning & Management held 3,572 shares of HEICO Corp worth $1.27M as of Q2 2026.
Total Wealth Planning & Management bought 895 HEICO Corp shares in Q2 2026, an estimated $272K.
HEICO Corp made up 0.86% of Total Wealth Planning & Management's portfolio in Q2 2026, its #25 holding.
Total Wealth Planning & Management first reported a position in HEICO Corp in Q4 2024 and has held it in 6 quarters since.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.