HEICO Corporation shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in HEICO Corporation
Tip: Access up to 7 years of quarterly data
All positions including HEICO Corporation held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in HEICO Corporation by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127k | 394 | 322.82 |
| 2025-06-30 | $216k | 659 | 328.00 |
| 2025-03-31 | $242k | 905 | 267.19 |
| 2024-12-31 | $453k | 1.9k | 237.76 |
| 2024-09-30 | $533k | 2.0k | 261.50 |
| 2024-03-31 | $898k | 4.7k | 191.01 |
| 2023-12-31 | $943k | 5.3k | 178.87 |
| 2022-12-31 | $1.2M | 7.7k | 153.64 |
| 2022-09-30 | $1.2M | 8.1k | 143.98 |