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Position history for IWIntegrated Wealth Concepts LLC's holdings in HEICO CORP

Integrated Wealth Concepts LLC holds 2,763 shares of HEI (HEICO CORP), worth $984,517 as of 2026-Q2. The position was increased (+166.4% shares). HEI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$984,517

Current Shares

2,763

Total Value Change

+$718,920

Total Shares Change

+1,747

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,763
+166.4%
$984,5170.0%$356.06
40
2026-Q1
New
1,037
-
$284,3410.0%$326.71
32
2025-Q2
Exited
0
-100.0%
$00.0%$325.49
0
2025-Q1
New
990
-
$264,5000.0%$265.87
32
2024-Q4
Exited
0
-100.0%
$00.0%$239.41
0
2024-Q3
Increased
1,016
+2.5%
$265,5970.0%$259.01
24

Other major holders of HEI: BNP PARIBAS FINANCIAL MARKETS, Capital World Investors, BlackRock, Inc.

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