Evercore Wealth Management’s Henry Schein HSIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $284K | Hold |
3,399
| – | – | ﹤0.01% | 345 |
|
|
2026
Q1 | $251K | Hold |
3,399
| – | – | ﹤0.01% | 359 |
|
|
2025
Q4 | $257K | Hold |
3,399
| – | – | ﹤0.01% | 363 |
|
|
2025
Q3 | $226K | Sell |
3,399
-50
| -1% | -$3.46K | ﹤0.01% | 381 |
|
|
2025
Q2 | $252K | Hold |
3,449
| – | – | ﹤0.01% | 361 |
|
|
2025
Q1 | $236K | Hold |
3,449
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $239K | Hold |
3,449
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $251K | Hold |
3,449
| – | – | ﹤0.01% | 367 |
|
|
2024
Q2 | $221K | Hold |
3,449
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $260K | Hold |
3,449
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $261K | Hold |
3,449
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $256K | Hold |
3,449
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $280K | Hold |
3,449
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $281K | Hold |
3,449
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $275K | Hold |
3,449
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $227K | Hold |
3,449
| – | – | 0.01% | 356 |
|
|
2022
Q2 | $265K | Hold |
3,449
| – | – | 0.01% | 336 |
|
|
2022
Q1 | $301K | Hold |
3,449
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $267K | Hold |
3,449
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $263K | Hold |
3,449
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $256K | Hold |
3,449
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $239K | Hold |
3,449
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $231K | Hold |
3,449
| – | – | 0.01% | 393 |
|
|
2020
Q3 | $203K | Hold |
3,449
| – | – | 0.01% | 365 |
|
|
2020
Q2 | $201K | Buy |
+3,449
| New | +$193K | 0.01% | 366 |
|
|
2020
Q1 | – | Sell |
-3,399
| Closed | -$227K | – | 379 |
|
|
2019
Q4 | $227K | Hold |
3,399
| – | – | 0.01% | 370 |
|
|
2019
Q3 | $216K | Hold |
3,399
| – | – | 0.01% | 378 |
|
|
2019
Q2 | $238K | Hold |
3,399
| – | – | 0.01% | 370 |
|
|
2019
Q1 | $204K | Sell |
3,399
-935
| -22% | -$56.4K | 0.01% | 398 |
|
|
2018
Q4 | $267K | Hold |
4,334
| – | – | 0.01% | 329 |
|
|
2018
Q3 | $289K | Hold |
4,334
| – | – | 0.01% | 347 |
|
|
2018
Q2 | $247K | Buy |
+4,334
| New | +$244K | 0.01% | 358 |
|
|
2018
Q1 | – | Sell |
-2,805
| Closed | -$154K | – | 541 |
|
|
2017
Q4 | $154K | Hold |
2,805
| – | – | 0.01% | 400 |
|
|
2017
Q3 | $180K | Hold |
2,805
| – | – | 0.01% | 379 |
|
|
2017
Q2 | $201K | Hold |
2,805
| – | – | 0.01% | 364 |
|
|
2017
Q1 | $187K | Sell |
2,805
-275
| -9% | -$17.9K | 0.01% | 378 |
|
|
2016
Q4 | $183K | Buy |
3,080
+20
| +0.7% | +$1.21K | 0.01% | 390 |
|
|
2016
Q3 | $196K | Hold |
3,060
| – | – | 0.01% | 378 |
|
|
2016
Q2 | $212K | Hold |
3,060
| – | – | 0.01% | 351 |
|
|
2016
Q1 | $207K | Hold |
3,060
| – | – | 0.01% | 351 |
|
|
2015
Q4 | $190K | Hold |
3,060
| – | – | 0.01% | 374 |
|
|
2015
Q3 | $159K | Hold |
3,060
| – | – | 0.01% | 418 |
|
|
2015
Q2 | $171K | Hold |
3,060
| – | – | 0.01% | 445 |
|
|
2015
Q1 | $168K | Hold |
3,060
| – | – | 0.01% | 447 |
|
|
2014
Q4 | $163K | Hold |
3,060
| – | – | 0.01% | 392 |
|
|
2014
Q3 | $140K | Hold |
3,060
| – | – | 0.01% | 459 |
|
|
2014
Q2 | $142K | Hold |
3,060
| – | – | 0.01% | 451 |
|
|
2014
Q1 | $143K | Hold |
3,060
| – | – | 0.01% | 419 |
|
|
2013
Q4 | $137K | Sell |
3,060
-112
| -4% | -$4.9K | 0.01% | 410 |
|
|
2013
Q3 | $130K | Buy |
3,172
+112
| +4% | +$4.54K | 0.01% | 447 |
|
|
2013
Q2 | $115K | Buy |
+3,060
| New | +$112K | 0.01% | 474 |
|
Other funds holding HSIC
KKRC
Evercore Wealth Management's HSIC Position: Q2 2026 in Review
Evercore Wealth Management held its Henry Schein (HSIC) position steady in Q2 2026 at 3,399 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #345.
Evercore Wealth Management first reported a position in HSIC in Q2 2013 and has held it in 51 quarters since. The position peaked at $301K in Q1 2022. 564 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.
- Evercore Wealth Management held 3,399 shares of Henry Schein worth $284K as of Q2 2026.
- Evercore Wealth Management left its Henry Schein share count unchanged in Q2 2026.
- Henry Schein made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #345 holding.
- Evercore Wealth Management first reported a position in Henry Schein in Q2 2013 and has held it in 51 quarters since.
- Evercore Wealth Management's Henry Schein position peaked at $301K in Q1 2022.
- 564 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.