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Beacon Financial Strategies’s Henry Schein HSIC Stock Holding History

Beacon Financial Strategies’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 		$14.6K Hold
175
– – 0.01% 160
2026
Q1 		$12.9K Hold
175
– – 0.01% 134
2025
Q4 		$13.2K Buy
+175
New +$12.3K 0.01% 136

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

Beacon Financial Strategies's HSIC Position: Q2 2026 in Review

Beacon Financial Strategies held its Henry Schein (HSIC) position steady in Q2 2026 at 175 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #160.

Beacon Financial Strategies first reported a position in HSIC in Q4 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • Beacon Financial Strategies held 175 shares of Henry Schein worth $14.6K as of Q2 2026.
  • Beacon Financial Strategies left its Henry Schein share count unchanged in Q2 2026.
  • Henry Schein made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #160 holding.
  • Beacon Financial Strategies first reported a position in Henry Schein in Q4 2025 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.