Rise Advisors’s Henry Schein HSIC Stock Holding History

Rise 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 Q4	–	Sell	-8	Closed	-$531	–	699
2025 Q3	$531	Hold	8	–	–	﹤0.01%	1397
2025 Q2	$584	Hold	8	–	–	﹤0.01%	1381
2025 Q1	$548	Buy	+8	New	+$591	﹤0.01%	1359

Other funds holding HSIC

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rise Advisors's HSIC Position: Q4 2025 in Review

Rise Advisors sold out of Henry Schein (HSIC) in Q4 2025, closing a stake of 8 shares — an estimated $531 sold.

Rise Advisors first reported a position in HSIC in Q1 2025 and held it in 3 quarters. The position peaked at $584 in Q2 2025. 544 funds tracked by Wall St. Rank hold HSIC as of Q4 2025.

Rise Advisors reported no remaining Henry Schein position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 8 Henry Schein shares in Q4 2025, an estimated $531.
Rise Advisors first reported a position in Henry Schein in Q1 2025 and held it in 3 quarters.
Rise Advisors's Henry Schein position peaked at $584 in Q2 2025.
544 funds tracked by Wall St. Rank held Henry Schein as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.