Cherry Tree Wealth Management’s Henry Schein HSIC Stock Holding History

Cherry Tree 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
2026 Q3	$1.85K	Hold	22	–	–	﹤0.01%	521
2026 Q2	$1.84K	Hold	22	–	–	﹤0.01%	530
2026 Q1	$1.62K	Hold	22	–	–	﹤0.01%	525
2025 Q4	$1.66K	Hold	22	–	–	﹤0.01%	531
2025 Q3	$1.46K	Hold	22	–	–	﹤0.01%	527
2025 Q2	$1.61K	Hold	22	–	–	﹤0.01%	539
2025 Q1	$1.51K	Hold	22	–	–	﹤0.01%	652
2024 Q4	$1.52K	Hold	22	–	–	﹤0.01%	553
2024 Q3	$1.6K	Hold	22	–	–	﹤0.01%	547
2024 Q2	$1.41K	Hold	22	–	–	﹤0.01%	529
2024 Q1	$1.66K	Hold	22	–	–	﹤0.01%	519
2023 Q4	$1.67K	Hold	22	–	–	﹤0.01%	518
2023 Q3	$1.63K	Hold	22	–	–	﹤0.01%	497
2023 Q2	$1.78K	Buy	+22	New	+$1.74K	﹤0.01%	501

Other funds holding HSIC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cherry Tree Wealth Management's HSIC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Henry Schein (HSIC) position steady in Q3 2026 at 22 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Cherry Tree Wealth Management first reported a position in HSIC in Q2 2023 and has held it in 14 quarters since. 347 funds tracked by Wall St. Rank hold HSIC as of Q3 2026.

Cherry Tree Wealth Management held 22 shares of Henry Schein worth $1.85K as of Q3 2026.
Cherry Tree Wealth Management left its Henry Schein share count unchanged in Q3 2026.
Henry Schein made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #521 holding.
Cherry Tree Wealth Management first reported a position in Henry Schein in Q2 2023 and has held it in 14 quarters since.
347 funds tracked by Wall St. Rank held Henry Schein as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.