Cornerstone Planning Group
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Cornerstone Planning Group’s Henry Schein HSIC Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-12
Closed -$1.02K – 848
2026
Q2 		$1.02K Buy
+12
New +$917 ﹤0.01% 1492
2025
Q3 		– Sell
-8
Closed -$519 – 1727
2025
Q2 		$519 Buy
+8
New +$551 ﹤0.01% 1288
2025
Q1 		– Sell
-5
Closed -$383 – 1613
2024
Q4 		$383 Buy
+5
New +$359 ﹤0.01% 1212

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Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM

Cornerstone Planning Group's HSIC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Henry Schein (HSIC) in Q3 2026, closing a stake of 12 shares — an estimated $1.02K sold.

Cornerstone Planning Group first reported a position in HSIC in Q4 2024 and held it in 3 quarters. The position peaked at $1.02K in Q2 2026. 91 funds tracked by Wall St. Rank hold HSIC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Henry Schein position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 Henry Schein shares in Q3 2026, an estimated $1.02K.
  • Cornerstone Planning Group first reported a position in Henry Schein in Q4 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Henry Schein position peaked at $1.02K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Henry Schein as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.