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Congress Wealth Management’s Henry Schein HSIC Stock Holding History

Congress 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
2025
Q2 		$432K Buy
5,913
+163
+3% +$11.2K ﹤0.01% 967
2025
Q1 		$398K Buy
+5,750
New +$425K ﹤0.01% 877

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Congress Wealth Management's HSIC Position: Q2 2025 in Review

Congress Wealth Management increased its Henry Schein (HSIC) stake by 2.8% in Q2 2025, buying an estimated $11.2K and bringing the position to 5,913 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Congress Wealth Management first reported a position in HSIC in Q1 2025 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold HSIC as of Q2 2025.

  • Congress Wealth Management held 5,913 shares of Henry Schein worth $432K as of Q2 2025.
  • Congress Wealth Management bought 163 Henry Schein shares in Q2 2025, an estimated $11.2K.
  • Henry Schein made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #967 holding.
  • Congress Wealth Management first reported a position in Henry Schein in Q1 2025 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held Henry Schein as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.