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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
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

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Planning Group's HSIC Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Henry Schein (HSIC) in Q3 2025, closing a stake of 8 shares — an estimated $519 sold.

Cornerstone Planning Group first reported a position in HSIC in Q4 2024 and held it in 2 quarters. The position peaked at $519 in Q2 2025. 551 funds tracked by Wall St. Rank hold HSIC as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Henry Schein position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Henry Schein shares in Q3 2025, an estimated $519.
  • Cornerstone Planning Group first reported a position in Henry Schein in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Henry Schein position peaked at $519 in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Henry Schein as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.