Center for Financial Planning’s Henry Schein HSIC Stock Holding History

Center for Financial Planning’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	$284K	Hold	3,406	–	–	0.03%	143
2026 Q1	$251K	Hold	3,406	–	–	0.03%	152
2025 Q4	$257K	Hold	3,406	–	–	0.03%	152
2025 Q3	$226K	Hold	3,406	–	–	0.02%	160
2025 Q2	$249K	Hold	3,406	–	–	0.03%	148
2025 Q1	$233K	Hold	3,406	–	–	0.03%	144
2024 Q4	$236K	Hold	3,406	–	–	0.03%	140
2024 Q3	$248K	Hold	3,406	–	–	0.03%	138
2024 Q2	$218K	Hold	3,406	–	–	0.03%	139
2024 Q1	$257K	Hold	3,406	–	–	0.04%	132
2023 Q4	$258K	Hold	3,406	–	–	0.05%	122
2023 Q3	$253K	Hold	3,406	–	–	0.05%	119
2023 Q2	$276K	Hold	3,406	–	–	0.06%	117
2023 Q1	$278K	Hold	3,406	–	–	0.06%	113
2022 Q4	$272K	Hold	3,406	–	–	0.07%	112
2022 Q3	$224K	Hold	3,406	–	–	0.06%	115
2022 Q2	$261K	Hold	3,406	–	–	0.07%	108
2022 Q1	$297K	Hold	3,406	–	–	0.06%	111
2021 Q4	$264K	Buy	+3,406	New	+$260K	0.05%	116
2021 Q3	–	Sell	-3,406	Closed	-$253K	–	508
2021 Q2	$253K	Hold	3,406	–	–	0.06%	112
2021 Q1	$236K	Hold	3,406	–	–	0.06%	113
2020 Q4	$228K	Hold	3,406	–	–	0.06%	107
2020 Q3	$200K	Hold	3,406	–	–	0.06%	111
2020 Q2	$199K	Hold	3,406	–	–	0.07%	109
2020 Q1	$172K	Hold	3,406	–	–	0.06%	113
2019 Q4	$227K	Buy	+3,406	New	+$225K	0.06%	105

Other funds holding HSIC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center for Financial Planning's HSIC Position: Q2 2026 in Review

Center for Financial Planning held its Henry Schein (HSIC) position steady in Q2 2026 at 3,406 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #143.

Center for Financial Planning first reported a position in HSIC in Q4 2019 and has held it in 26 quarters since. The position peaked at $297K in Q1 2022. 112 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

Center for Financial Planning held 3,406 shares of Henry Schein worth $284K as of Q2 2026.
Center for Financial Planning left its Henry Schein share count unchanged in Q2 2026.
Henry Schein made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #143 holding.
Center for Financial Planning first reported a position in Henry Schein in Q4 2019 and has held it in 26 quarters since.
Center for Financial Planning's Henry Schein position peaked at $297K in Q1 2022.
112 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.