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Advisor OS’s Henry Schein HSIC Stock Holding History

Advisor OS’s Portfolio HSIC Stock Details HSIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$473K Sell
5,664
-289
-5% -$22.1K 0.03% 327
2026
Q1 		$439K Buy
5,953
+210
+4% +$16.2K 0.03% 331
2025
Q4 		$434K Buy
5,743
+318
+6% +$22.4K 0.04% 305
2025
Q3 		$360K Buy
+5,425
New +$376K 0.03% 335

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisor OS's HSIC Position: Q2 2026 in Review

Advisor OS reduced its Henry Schein (HSIC) stake by 4.9% in Q2 2026, selling an estimated $22.1K and leaving 5,664 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #327.

Advisor OS first reported a position in HSIC in Q3 2025 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • Advisor OS held 5,664 shares of Henry Schein worth $473K as of Q2 2026.
  • Advisor OS sold 289 Henry Schein shares in Q2 2026, an estimated $22.1K.
  • Henry Schein made up 0.03% of Advisor OS's portfolio in Q2 2026, its #327 holding.
  • Advisor OS first reported a position in Henry Schein in Q3 2025 and has held it in 4 quarters since.
  • 564 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.