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Bogart Wealth LLC’s Henry Schein HSIC Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-7
Closed -$529 – 1872
2025
Q4 		$529 Buy
+7
New +$493 ﹤0.01% 1452

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Invesco
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JP Morgan Chase
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bogart Wealth LLC's HSIC Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Henry Schein (HSIC) in Q1 2026, closing a stake of 7 shares — an estimated $529 sold.

Bogart Wealth LLC first reported a position in HSIC in Q4 2025 and held it in 1 quarter. The position peaked at $529 in Q4 2025. 560 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Henry Schein position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 7 Henry Schein shares in Q1 2026, an estimated $529.
  • Bogart Wealth LLC first reported a position in Henry Schein in Q4 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Henry Schein position peaked at $529 in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.