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Forum Financial Management’s Henry Schein HSIC Stock Holding History

Forum Financial 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 		– Sell
-5,292
Closed -$400K – 640
2025
Q4 		$400K Hold
5,292
– – 0.01% 598
2025
Q3 		$351K Buy
5,292
+1,112
+27% +$77K ﹤0.01% 649
2025
Q2 		$305K Buy
4,180
+971
+30% +$66.8K ﹤0.01% 660
2025
Q1 		$220K Buy
3,209
+18
+0.6% +$1.33K ﹤0.01% 767
2024
Q4 		$221K Buy
+3,191
New +$229K ﹤0.01% 801

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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

Forum Financial Management's HSIC Position: Q1 2026 in Review

Forum Financial Management sold out of Henry Schein (HSIC) in Q1 2026, closing a stake of 5,292 shares — an estimated $400K sold.

Forum Financial Management first reported a position in HSIC in Q4 2024 and held it in 5 quarters. The position peaked at $400K in Q4 2025. 560 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

  • Forum Financial Management reported no remaining Henry Schein position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,292 Henry Schein shares in Q1 2026, an estimated $400K.
  • Forum Financial Management first reported a position in Henry Schein in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Henry Schein position peaked at $400K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.