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Elevation Wealth Partners’s Henry Schein HSIC Stock Holding History

Elevation 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
Q3 		$9.91K Buy
118
+13
+12% +$1.14K ﹤0.01% 894
2026
Q2 		$8.77K Buy
105
+75
+250% +$5.73K ﹤0.01% 847
2026
Q1 		$2.21K Buy
30
+9
+43% +$695 ﹤0.01% 890
2025
Q4 		$1.59K Buy
+21
New +$1.48K ﹤0.01% 820

Other funds holding HSIC

RI
Ridgewood Investments Springfield, New Jersey $271M AUM
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's HSIC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Henry Schein (HSIC) stake by 12% in Q3 2026, buying an estimated $1.14K and bringing the position to 118 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Elevation Wealth Partners first reported a position in HSIC in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold HSIC as of Q3 2026.

  • Elevation Wealth Partners held 118 shares of Henry Schein worth $9.91K as of Q3 2026.
  • Elevation Wealth Partners bought 13 Henry Schein shares in Q3 2026, an estimated $1.14K.
  • Henry Schein made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #894 holding.
  • Elevation Wealth Partners first reported a position in Henry Schein in Q4 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Henry Schein as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.