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 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

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

Sendero Wealth Management's HSIC Position: Q2 2026 in Review

Sendero Wealth Management held its Henry Schein (HSIC) position steady in Q2 2026 at 12,777 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #120.

Sendero Wealth Management first reported a position in HSIC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.09M in Q4 2025. 564 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

Sendero Wealth Management held 12,777 shares of Henry Schein worth $1.07M as of Q2 2026.
Sendero Wealth Management left its Henry Schein share count unchanged in Q2 2026.
Henry Schein made up 0.11% of Sendero Wealth Management's portfolio in Q2 2026, its #120 holding.
Sendero Wealth Management first reported a position in Henry Schein in Q3 2022 and has held it in 16 quarters since.
Sendero Wealth Management's Henry Schein position peaked at $1.09M in Q4 2025.
564 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.