Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Henry Schein HSIC Stock Holding History

Envestnet Portfolio 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
Q4 		– Sell
-90,115
Closed -$5.98M – 1517
2025
Q3 		$5.98M Buy
90,115
+1,156
+1% +$80K 0.02% 315
2025
Q2 		$6.5M Buy
88,959
+26,344
+42% +$1.81M 0.02% 300
2025
Q1 		$4.29M Sell
62,615
-4,622
-7% -$341K 0.02% 399
2024
Q4 		$4.65M Sell
67,237
-1,647
-2% -$118K 0.02% 412
2024
Q3 		$5.02M Buy
68,884
+21,956
+47% +$1.52M 0.02% 390
2024
Q2 		$3.01M Buy
46,928
+5,370
+13% +$378K 0.01% 515
2024
Q1 		$3.14M Buy
41,558
+16,241
+64% +$1.22M 0.01% 508
2023
Q4 		$1.92M Sell
25,317
-6,944
-22% -$486K 0.01% 608
2023
Q3 		$2.4M Buy
+32,261
New +$2.49M 0.01% 497

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Portfolio Solutions's HSIC Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Henry Schein (HSIC) in Q4 2025, closing a stake of 90,115 shares — an estimated $5.98M sold.

Envestnet Portfolio Solutions first reported a position in HSIC in Q3 2023 and held it in 9 quarters. The position peaked at $6.5M in Q2 2025. 544 funds tracked by Wall St. Rank hold HSIC as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Henry Schein position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 90,115 Henry Schein shares in Q4 2025, an estimated $5.98M.
  • Envestnet Portfolio Solutions first reported a position in Henry Schein in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Henry Schein position peaked at $6.5M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Henry Schein as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.