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Clearstead Trust’s Henry Schein HSIC Stock Holding History

Clearstead Trust’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 		$5.16K Buy
70
+30
+75% +$2.32K ﹤0.01% 749
2025
Q4 		$3.02K Buy
40
+11
+38% +$774 ﹤0.01% 851
2025
Q3 		$1.93K Hold
29
– – ﹤0.01% 1003
2025
Q2 		$2.12K Sell
29
-69
-70% -$4.75K ﹤0.01% 932
2025
Q1 		$6.71K Buy
+98
New +$7.24K ﹤0.01% 537
2019
Q4 		– Sell
-7,815
Closed -$496K – 186
2019
Q3 		$496K Hold
7,815
– – 0.39% 60
2019
Q2 		$546K Hold
7,815
– – 0.44% 54
2019
Q1 		$470K Buy
7,815
+1,791
+30% +$108K 0.39% 60
2018
Q4 		$371K Buy
6,024
+1,887
+46% +$124K 0.34% 63
2018
Q3 		$276K Hold
4,137
– – 0.21% 81
2018
Q2 		$236K Hold
4,137
– – 0.21% 88
2018
Q1 		$218K Buy
4,137
+427
+12% +$23.7K 0.19% 89
2017
Q4 		$203K Buy
+3,710
New +$215K 0.14% 101

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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