Coppell Advisory Solutions’s Henry Schein HSIC Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-9	Closed	-$623	–	1004
2024 Q4	$623	Hold	9	–	–	﹤0.01%	1731
2024 Q3	$659	Hold	9	–	–	﹤0.01%	1629
2024 Q2	$577	Buy	+9	New	+$634	﹤0.01%	1578
2023 Q4	$681	Buy	+9	New	+$630	﹤0.01%	1481
2023 Q3	–	Sell	-9	Closed	-$728	–	1341
2023 Q2	$728	Buy	+9	New	+$711	﹤0.01%	1190

Other funds holding HSIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coppell Advisory Solutions's HSIC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Henry Schein (HSIC) in Q1 2025, closing a stake of 9 shares — an estimated $623 sold.

Coppell Advisory Solutions first reported a position in HSIC in Q2 2023 and held it in 5 quarters. The position peaked at $728 in Q2 2023. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Henry Schein position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 9 Henry Schein shares in Q1 2025, an estimated $623.
Coppell Advisory Solutions first reported a position in Henry Schein in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Henry Schein position peaked at $728 in Q2 2023.
557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.