Institute for Wealth Management’s Henry Schein HSIC Stock Holding History

Institute for 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	$15.4K	Buy	+184	New	+$14.1K	﹤0.01%	1207

Other funds holding HSIC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MDSL

M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Institute for Wealth Management's HSIC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Henry Schein (HSIC) in Q2 2026: 184 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings.

293 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

Institute for Wealth Management held 184 shares of Henry Schein worth $15.4K as of Q2 2026.
Henry Schein was a new Institute for Wealth Management position in Q2 2026.
Henry Schein made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1207 holding.
293 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.