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Medallion Wealth Advisors’s Henry Schein HSIC Stock Holding History

Medallion 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 		$147K Hold
2,000
– – 0.05% 294
2025
Q4 		$151K Hold
2,000
– – 0.05% 282
2025
Q3 		$133K Hold
2,000
– – 0.05% 299
2025
Q2 		$149K Buy
+2,000
New +$138K 0.06% 278

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Medallion Wealth Advisors held its Henry Schein (HSIC) position steady in Q1 2026 at 2,000 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #294.

Medallion Wealth Advisors first reported a position in HSIC in Q2 2025 and has held it in 4 quarters since. The position peaked at $151K in Q4 2025. 558 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

  • Medallion Wealth Advisors held 2,000 shares of Henry Schein worth $147K as of Q1 2026.
  • Medallion Wealth Advisors left its Henry Schein share count unchanged in Q1 2026.
  • Henry Schein made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #294 holding.
  • Medallion Wealth Advisors first reported a position in Henry Schein in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Henry Schein position peaked at $151K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.