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

Planning Strategies Inc.’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

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Planning Strategies Inc. 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.

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

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

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