Essential Planning’s Henry Schein HSIC Stock Holding History

Essential Planning’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 Q1	–	Sell	-13,000	Closed	-$934K	–	167
2024 Q4	$934K	Buy	+13,000	New	+$934K	0.01%	233

Other funds holding HSIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essential Planning's HSIC Position: Q1 2025 in Review

Essential Planning sold out of Henry Schein (HSIC) in Q1 2025, closing a stake of 13,000 shares — an estimated $934K sold.

Essential Planning first reported a position in HSIC in Q4 2024 and held it in 1 quarter. The position peaked at $934K in Q4 2024. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2025.

Essential Planning reported no remaining Henry Schein position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 13,000 Henry Schein shares in Q1 2025, an estimated $934K.
Essential Planning first reported a position in Henry Schein in Q4 2024 and held it in 1 quarter.
Essential Planning's Henry Schein position peaked at $934K in Q4 2024.
557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.