Planning Strategies Inc.’s HEICO Corp HEI Stock Holding History

Planning Strategies Inc.’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	$712	Buy	+2	New	+$608	﹤0.01%	801

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in HEICO Corp (HEI) in Q2 2026: 2 shares worth $712. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

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

Planning Strategies Inc. held 2 shares of HEICO Corp worth $712 as of Q2 2026.
HEICO Corp was a new Planning Strategies Inc. position in Q2 2026.
HEICO Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #801 holding.
223 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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