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
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 $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SageView Advisory Group's HSIC Position: Q4 2025 in Review

SageView Advisory Group reduced its Henry Schein (HSIC) stake by 20% in Q4 2025, selling an estimated $55.2K and leaving 3,072 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #547.

SageView Advisory Group first reported a position in HSIC in Q4 2023 and has held it in 8 quarters since. The position peaked at $285K in Q4 2023. 543 funds tracked by Wall St. Rank hold HSIC as of Q4 2025.

SageView Advisory Group held 3,072 shares of Henry Schein worth $232K as of Q4 2025.
SageView Advisory Group sold 785 Henry Schein shares in Q4 2025, an estimated $55.2K.
Henry Schein made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #547 holding.
SageView Advisory Group first reported a position in Henry Schein in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Henry Schein position peaked at $285K in Q4 2023.
543 funds tracked by Wall St. Rank held Henry Schein as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.