Heritage Wealth Advisors’s Henry Schein HSIC Stock Holding History

Heritage 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 Q2	–	Sell	-611	Closed	-$45K	–	711
2026 Q1	$45K	Buy	+611	New	+$47.2K	﹤0.01%	344

Other funds holding HSIC

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Wealth Advisors's HSIC Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Henry Schein (HSIC) in Q2 2026, closing a stake of 611 shares — an estimated $45K sold.

Heritage Wealth Advisors first reported a position in HSIC in Q1 2026 and held it in 1 quarter. The position peaked at $45K in Q1 2026. 566 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

Heritage Wealth Advisors reported no remaining Henry Schein position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 611 Henry Schein shares in Q2 2026, an estimated $45K.
Heritage Wealth Advisors first reported a position in Henry Schein in Q1 2026 and held it in 1 quarter.
Heritage Wealth Advisors's Henry Schein position peaked at $45K in Q1 2026.
566 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.