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Mount Yale Investment Advisors’s Henry Schein HSIC Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-5
Closed -$365 – 1081
2025
Q2 		$365 Buy
+5
New +$344 ﹤0.01% 1430
2018
Q4 		– Sell
-6,815
Closed -$467K – 512
2018
Q3 		$467K Sell
6,815
-28
-0.4% -$1.74K 0.08% 188
2018
Q2 		$390K Buy
6,843
+1
+0% +$56 0.07% 214
2018
Q1 		$361K Buy
+6,842
New +$379K 0.08% 225

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mount Yale Investment Advisors's HSIC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Henry Schein (HSIC) in Q3 2025, closing a stake of 5 shares — an estimated $365 sold.

Mount Yale Investment Advisors first reported a position in HSIC in Q1 2018 and held it in 4 quarters. The position peaked at $467K in Q3 2018. 552 funds tracked by Wall St. Rank hold HSIC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Henry Schein position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5 Henry Schein shares in Q3 2025, an estimated $365.
  • Mount Yale Investment Advisors first reported a position in Henry Schein in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Henry Schein position peaked at $467K in Q3 2018.
  • 552 funds tracked by Wall St. Rank held Henry Schein as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.