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Mowery & Schoenfeld Wealth Management’s Henry Schein HSIC Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-21
Closed -$1.45K – 507
2024
Q4 		$1.45K Buy
+21
New +$1.51K ﹤0.01% 423
2024
Q2 		– Sell
-1,200
Closed -$90.6K – 217
2024
Q1 		$90.6K Hold
1,200
– – 0.17% 54
2023
Q4 		$90.9K Buy
+1,200
New +$84K 0.18% 60

Other funds holding HSIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HSIC Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Henry Schein (HSIC) in Q1 2025, closing a stake of 21 shares — an estimated $1.45K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HSIC in Q4 2023 and held it in 3 quarters. The position peaked at $90.9K in Q4 2023. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Henry Schein position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 21 Henry Schein shares in Q1 2025, an estimated $1.45K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Henry Schein in Q4 2023 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Henry Schein position peaked at $90.9K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.