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 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 $5.35B AUM 63.01% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Sendero Wealth Management's HSIC Position: Q1 2026 in Review

Sendero Wealth Management reduced its Henry Schein (HSIC) stake by 11% in Q1 2026, selling an estimated $123K and leaving 12,777 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #112.

Sendero Wealth Management first reported a position in HSIC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2025. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

Sendero Wealth Management held 12,777 shares of Henry Schein worth $942K as of Q1 2026.
Sendero Wealth Management sold 1,589 Henry Schein shares in Q1 2026, an estimated $123K.
Henry Schein made up 0.1% of Sendero Wealth Management's portfolio in Q1 2026, its #112 holding.
Sendero Wealth Management first reported a position in Henry Schein in Q3 2022 and has held it in 15 quarters since.
Sendero Wealth Management's Henry Schein position peaked at $1.09M in Q4 2025.
557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.