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Avior Wealth Management’s Henry Schein HSIC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-13
Closed -$899 – 1458
2024
Q4 		$899 Hold
13
– – ﹤0.01% 2209
2024
Q3 		$947 Hold
13
– – ﹤0.01% 2079
2024
Q2 		$833 Sell
13
-52
-80% -$3.66K ﹤0.01% 2045
2024
Q1 		$4.91K Buy
+65
New +$4.88K ﹤0.01% 2092
2020
Q2 		– Sell
-125
Closed -$6K – 943
2020
Q1 		$6K Buy
+125
New +$7.93K ﹤0.01% 621
2018
Q2 		– Sell
-15
Closed -$1K – 816
2018
Q1 		$1K Hold
15
– – ﹤0.01% 736
2017
Q4 		$1K Buy
+15
New +$870 ﹤0.01% 740

Other funds holding HSIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avior Wealth Management's HSIC Position: Q1 2025 in Review

Avior Wealth Management sold out of Henry Schein (HSIC) in Q1 2025, closing a stake of 13 shares — an estimated $899 sold.

Avior Wealth Management first reported a position in HSIC in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q1 2020. 558 funds tracked by Wall St. Rank hold HSIC as of Q1 2025.

  • Avior Wealth Management reported no remaining Henry Schein position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 13 Henry Schein shares in Q1 2025, an estimated $899.
  • Avior Wealth Management first reported a position in Henry Schein in Q4 2017 and held it in 7 quarters.
  • Avior Wealth Management's Henry Schein position peaked at $6K in Q1 2020.
  • 558 funds tracked by Wall St. Rank held Henry Schein as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.