Back to HEI-A
Oath Planning, LLC HEI-A Position History
HEICO Corporation
Quarters held
8
Latest value
$960K
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $888K |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.8M |
| Q3 2026 | $960K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $960K | 4.2K | — | — |
| Q3 2026 | $1.8M | 5.8K | — | — |
| Q2 2026 | $1.1M | 4.2K | — | — |
| Q2 2026 | $2.1M | 5.8K | — | — |
| Q1 2026 | $888K | 4.2K | — | — |
| Q1 2026 | $1.6M | 6.0K | — | — |
| Q4 2025 | $1.1M | 4.2K | — | — |
| Q4 2025 | $2.1M | 6.5K | — | — |
Other funds holding HEI-A
$1.3B
$1.2B
$1.1B
$994.1M
$597.3M
$597.3M
$503.1M
$479.2M