SageView Advisory Group’s Henry Schein HSIC Stock Holding History

SageView Advisory Group’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 Q2	$255K	Hold	3,052	–	–	0.01%	540
2026 Q1	$225K	Sell	3,052 -20	-0.7%	-$1.54K	0.01%	548
2025 Q4	$232K	Sell	3,072 -785	-20%	-$55.2K	0.01%	547
2025 Q3	$256K	Sell	3,857 -20	-0.5%	-$1.38K	0.01%	563
2025 Q2	$273K	Buy	3,877 +67	+2%	+$4.61K	0.01%	521
2025 Q1	$261K	Sell	3,810 -14	-0.4%	-$1.03K	0.01%	508
2024 Q4	$265K	Buy	3,824 +20	+0.5%	+$1.44K	0.01%	492
2024 Q3	$277K	Buy	3,804 +1	+0%	+$69	0.01%	420
2024 Q2	$244K	Buy	+3,803	New	+$268K	0.01%	492
2024 Q1	–	Sell	-3,806	Closed	-$285K	–	614
2023 Q4	$285K	Buy	+3,806	New	+$266K	0.01%	525

Other funds holding HSIC

KKRC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

SageView Advisory Group's HSIC Position: Q2 2026 in Review

SageView Advisory Group held its Henry Schein (HSIC) position steady in Q2 2026 at 3,052 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #540.

SageView Advisory Group first reported a position in HSIC in Q4 2023 and has held it in 10 quarters since. The position peaked at $285K in Q4 2023. 566 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

SageView Advisory Group held 3,052 shares of Henry Schein worth $255K as of Q2 2026.
SageView Advisory Group left its Henry Schein share count unchanged in Q2 2026.
Henry Schein made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #540 holding.
SageView Advisory Group first reported a position in Henry Schein in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's Henry Schein position peaked at $285K in Q4 2023.
566 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.