EPIM
HSIC icon

Evelyn Partners Investment Management’s Henry Schein HSIC Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$62.6K Sell
850
-300
-26% -$23.2K ﹤0.01% 267
2025
Q4 		$86.9K Hold
1,150
– – ﹤0.01% 253
2025
Q3 		$76.3K Sell
1,150
-886
-44% -$61.3K ﹤0.01% 263
2025
Q2 		$149K Buy
2,036
+606
+42% +$41.7K ﹤0.01% 213
2025
Q1 		$97.9K Sell
1,430
-328
-19% -$24.2K ﹤0.01% 234
2024
Q4 		$122K Buy
+1,758
New +$126K ﹤0.01% 221

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Evelyn Partners Investment Management's HSIC Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Henry Schein (HSIC) stake by 26% in Q1 2026, selling an estimated $23.2K and leaving 850 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Evelyn Partners Investment Management first reported a position in HSIC in Q4 2024 and has held it in 6 quarters since. The position peaked at $149K in Q2 2025. 558 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

  • Evelyn Partners Investment Management held 850 shares of Henry Schein worth $62.6K as of Q1 2026.
  • Evelyn Partners Investment Management sold 300 Henry Schein shares in Q1 2026, an estimated $23.2K.
  • Henry Schein made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #267 holding.
  • Evelyn Partners Investment Management first reported a position in Henry Schein in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Henry Schein position peaked at $149K in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.