EverSource Wealth Advisors’s Henry Schein HSIC Stock Holding History

EverSource Wealth Advisors’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	$69K	Buy	936 +586	+167%	+$45.3K	﹤0.01%	1660
2025 Q4	$26.5K	Buy	350 +13	+4%	+$915	﹤0.01%	2200
2025 Q3	$22.4K	Buy	337 +26	+8%	+$1.8K	﹤0.01%	2285
2025 Q2	$22.7K	Sell	311 -15	-5%	-$1.03K	﹤0.01%	2200
2025 Q1	$22.3K	Buy	326 +193	+145%	+$14.3K	﹤0.01%	1634
2024 Q4	$9.2K	Buy	133 +54	+68%	+$3.88K	﹤0.01%	2042
2024 Q3	$5.76K	Buy	79 +2	+3%	+$139	﹤0.01%	2172
2024 Q2	$5.54K	Sell	77 -45	-37%	-$3.17K	﹤0.01%	2187
2024 Q1	$8.45K	Buy	122 +8	+7%	+$600	﹤0.01%	1782
2023 Q4	$8.63K	Sell	114 -4,507	-98%	-$315K	﹤0.01%	1626
2023 Q3	$343K	Sell	4,621 -30	-0.6%	-$2.31K	0.04%	281
2023 Q2	$377K	Buy	4,651 +4,643	+58,038%	+$367K	0.04%	267
2023 Q1	$652	Buy	8 +5	+167%	+$407	﹤0.01%	2181
2022 Q4	$240	Hold	3	–	–	﹤0.01%	2250
2022 Q3	$0	Sell	3 -24	-89%	-$1.78K	﹤0.01%	2031
2022 Q2	$2K	Buy	27 +11	+69%	+$922	﹤0.01%	1514
2022 Q1	$1K	Buy	16 +4	+33%	+$326	﹤0.01%	1646
2021 Q4	$1K	Buy	+12	New	+$917	﹤0.01%	1703

Other funds holding HSIC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

EverSource Wealth Advisors's HSIC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Henry Schein (HSIC) stake by 167% in Q1 2026, buying an estimated $45.3K and bringing the position to 936 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

EverSource Wealth Advisors first reported a position in HSIC in Q4 2021 and has held it in 18 quarters since. The position peaked at $377K in Q2 2023. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

EverSource Wealth Advisors held 936 shares of Henry Schein worth $69K as of Q1 2026.
EverSource Wealth Advisors bought 586 Henry Schein shares in Q1 2026, an estimated $45.3K.
Henry Schein made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1660 holding.
EverSource Wealth Advisors first reported a position in Henry Schein in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Henry Schein position peaked at $377K in Q2 2023.
557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.