Pinnacle Wealth Planning Services’s Henry Schein HSIC Stock Holding History

Pinnacle Wealth Planning Services’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	$15.1K	Hold	205	–	–	﹤0.01%	1828
2025 Q4	$15.5K	Buy	+205	New	+$14.4K	﹤0.01%	1832
2025 Q3	–	Sell	-3,207	Closed	-$234K	–	492
2025 Q2	$234K	Buy	+3,207	New	+$221K	0.03%	376
2023 Q4	–	Sell	-2,732	Closed	-$203K	–	503
2023 Q3	$203K	Sell	2,732 -48	-2%	-$3.7K	0.03%	366
2023 Q2	$225K	Buy	2,780 +11	+0.4%	+$869	0.04%	342
2023 Q1	$226K	Sell	2,769 -50	-2%	-$4.08K	0.04%	345
2022 Q4	$225K	Buy	+2,819	New	+$213K	0.04%	333
2022 Q2	–	Sell	-2,452	Closed	-$214K	–	445
2022 Q1	$214K	Buy	+2,452	New	+$200K	0.04%	360
2021 Q1	–	Sell	-141	Closed	-$9K	–	1064
2020 Q4	$9K	Buy	+141	New	+$9.1K	﹤0.01%	1424

Other funds holding HSIC

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Wealth Planning Services's HSIC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Henry Schein (HSIC) position steady in Q1 2026 at 205 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Pinnacle Wealth Planning Services first reported a position in HSIC in Q4 2020 and has held it in 9 quarters since. The position peaked at $234K in Q2 2025. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

Pinnacle Wealth Planning Services held 205 shares of Henry Schein worth $15.1K as of Q1 2026.
Pinnacle Wealth Planning Services left its Henry Schein share count unchanged in Q1 2026.
Henry Schein made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1828 holding.
Pinnacle Wealth Planning Services first reported a position in Henry Schein in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Henry Schein position peaked at $234K in Q2 2025.
557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.