Cyndeo Wealth Partners’s Henry Schein HSIC Stock Holding History

Cyndeo Wealth Partners’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 Q2	$336K	Sell	4,024 -19	-0.5%	-$1.45K	0.02%	421
2026 Q1	$298K	Sell	4,043 -97	-2%	-$7.49K	0.02%	410
2025 Q4	$313K	Buy	4,140 +227	+6%	+$16K	0.02%	393
2025 Q3	$260K	Sell	3,913 -93	-2%	-$6.44K	0.01%	417
2025 Q2	$293K	Buy	4,006 +19	+0.5%	+$1.31K	0.02%	388
2025 Q1	$273K	Sell	3,987 -6	-0.2%	-$443	0.02%	383
2024 Q4	$276K	Hold	3,993	–	–	0.02%	376
2024 Q3	$291K	Hold	3,993	–	–	0.02%	372
2024 Q2	$256K	Sell	3,993 -31	-0.8%	-$2.18K	0.02%	350
2024 Q1	$304K	Buy	4,024 +2	+0%	+$150	0.03%	324
2023 Q4	$305K	Hold	4,022	–	–	0.03%	314
2023 Q3	$299K	Hold	4,022	–	–	0.03%	274
2023 Q2	$326K	Hold	4,022	–	–	0.03%	258
2023 Q1	$328K	Hold	4,022	–	–	0.04%	254
2022 Q4	$321K	Buy	+4,022	New	+$305K	0.04%	253

Other funds holding HSIC

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cyndeo Wealth Partners's HSIC Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Henry Schein (HSIC) stake by 0.47% in Q2 2026, selling an estimated $1.45K and leaving 4,024 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #421.

Cyndeo Wealth Partners first reported a position in HSIC in Q4 2022 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

Cyndeo Wealth Partners held 4,024 shares of Henry Schein worth $336K as of Q2 2026.
Cyndeo Wealth Partners sold 19 Henry Schein shares in Q2 2026, an estimated $1.45K.
Henry Schein made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #421 holding.
Cyndeo Wealth Partners first reported a position in Henry Schein in Q4 2022 and has held it in 15 quarters since.
564 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.