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Evolution Wealth Management’s Henry Schein HSIC Stock Holding History

Evolution Wealth 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
Q2 		$1.42K Buy
+17
New +$1.3K ﹤0.01% 856
2025
Q3 		– Sell
-24
Closed -$1.75K – 632
2025
Q2 		$1.75K Buy
+24
New +$1.65K ﹤0.01% 525

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Evolution Wealth Management's HSIC Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in Henry Schein (HSIC) in Q2 2026: 17 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Evolution Wealth Management previously reported a position in HSIC as recently as Q2 2025.

Evolution Wealth Management first reported a position in HSIC in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.75K in Q2 2025. 564 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • Evolution Wealth Management held 17 shares of Henry Schein worth $1.42K as of Q2 2026.
  • Henry Schein was a new Evolution Wealth Management position in Q2 2026.
  • Henry Schein made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #856 holding.
  • Evolution Wealth Management first reported a position in Henry Schein in Q2 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's Henry Schein position peaked at $1.75K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.