Sendero Wealth Management
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Sendero Wealth Management’s Henry Schein HSIC Stock Holding History

Sendero 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
2026
Q3 		$566K Sell
6,741
-6,036
-47% -$527K 0.06% 157
2026
Q2 		$1.07M Hold
12,777
– – 0.11% 120
2026
Q1 		$942K Sell
12,777
-1,589
-11% -$123K 0.1% 112
2025
Q4 		$1.09M Hold
14,366
– – 0.12% 99
2025
Q3 		$953K Hold
14,366
– – 0.11% 106
2025
Q2 		$1.05M Hold
14,366
– – 0.13% 96
2025
Q1 		$984K Buy
14,366
+2,105
+17% +$155K 0.14% 90
2024
Q4 		$848K Buy
12,261
+898
+8% +$64.5K 0.13% 92
2024
Q3 		$828K Hold
11,363
– – 0.13% 94
2024
Q2 		$728K Hold
11,363
– – 0.12% 95
2024
Q1 		$858K Hold
11,363
– – 0.15% 90
2023
Q4 		$860K Buy
11,363
+2,060
+22% +$144K 0.16% 92
2023
Q3 		$691K Buy
9,303
+1,370
+17% +$106K 0.15% 92
2023
Q2 		$643K Buy
7,933
+1,244
+19% +$98.3K 0.14% 93
2023
Q1 		$545K Buy
6,689
+1,165
+21% +$94.9K 0.17% 67
2022
Q4 		$441K Buy
5,524
+2,350
+74% +$178K 0.16% 73
2022
Q3 		$209K Buy
+3,174
New +$236K 0.09% 95

Other funds holding HSIC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sendero Wealth Management's HSIC Position: Q3 2026 in Review

Sendero Wealth Management reduced its Henry Schein (HSIC) stake by 47% in Q3 2026, selling an estimated $527K and leaving 6,741 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #157.

Sendero Wealth Management first reported a position in HSIC in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.09M in Q4 2025. 283 funds tracked by Wall St. Rank hold HSIC as of Q3 2026.

  • Sendero Wealth Management held 6,741 shares of Henry Schein worth $566K as of Q3 2026.
  • Sendero Wealth Management sold 6,036 Henry Schein shares in Q3 2026, an estimated $527K.
  • Henry Schein made up 0.06% of Sendero Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Sendero Wealth Management first reported a position in Henry Schein in Q3 2022 and has held it in 17 quarters since.
  • Sendero Wealth Management's Henry Schein position peaked at $1.09M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Henry Schein as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.