HEICO Corporation shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in HEICO Corporation
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Quarterly reported holdings in HEICO Corporation by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.3M | 13k | 325.34 |
| 2025-03-31 | $3.8M | 14k | 267.19 |
| 2024-12-31 | $3.2M | 14k | 237.74 |
| 2024-09-30 | $3.6M | 14k | 261.48 |
| 2024-06-30 | $3.2M | 14k | 223.61 |
| 2024-03-31 | $2.7M | 14k | 191.00 |
| 2023-12-31 | $2.6M | 14k | 178.87 |
| 2023-09-30 | $2.3M | 14k | 161.93 |
| 2023-06-30 | $2.5M | 14k | 176.94 |
| 2023-03-31 | $2.5M | 15k | 171.04 |
| 2022-12-31 | $2.5M | 17k | 153.64 |
| 2022-09-30 | $2.2M | 16k | 143.98 |
| 2022-06-30 | $1.8M | 14k | 131.08 |
| 2022-03-31 | $2.2M | 15k | 153.46 |