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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
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

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VCM
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Fidelity Investments
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return