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

Other funds holding HSIC

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cherry Tree Wealth Management's HSIC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Henry Schein (HSIC) position steady in Q1 2026 at 22 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Cherry Tree Wealth Management first reported a position in HSIC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.78K in Q2 2023. 564 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

Cherry Tree Wealth Management held 22 shares of Henry Schein worth $1.62K as of Q1 2026.
Cherry Tree Wealth Management left its Henry Schein share count unchanged in Q1 2026.
Henry Schein made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #525 holding.
Cherry Tree Wealth Management first reported a position in Henry Schein in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Henry Schein position peaked at $1.78K in Q2 2023.
564 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.