SOA Wealth Advisors’s Henry Schein HSIC Stock Holding History

SOA Wealth Advisors’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	$74	Hold	1	–	–	﹤0.01%	842
2025 Q4	$76	Hold	1	–	–	﹤0.01%	840
2025 Q3	$66	Hold	1	–	–	﹤0.01%	869
2025 Q2	$73	Hold	1	–	–	﹤0.01%	849
2025 Q1	$68	Hold	1	–	–	﹤0.01%	858
2024 Q4	$69	Sell	1 -1	-50%	-$72	﹤0.01%	850
2024 Q3	$146	Hold	2	–	–	﹤0.01%	798
2024 Q2	$128	Sell	2 -3	-60%	-$211	﹤0.01%	813
2024 Q1	$378	Hold	5	–	–	﹤0.01%	823
2023 Q4	$379	Hold	5	–	–	﹤0.01%	815
2023 Q3	$371	Hold	5	–	–	﹤0.01%	841
2023 Q2	$406	Hold	5	–	–	﹤0.01%	842
2023 Q1	$408	Hold	5	–	–	﹤0.01%	858
2022 Q4	$399	Hold	5	–	–	﹤0.01%	857
2022 Q3	$0	Sell	5 -2	-29%	-$149	﹤0.01%	888
2022 Q2	$0	Sell	7 -111	-94%	-$9.3K	﹤0.01%	903
2022 Q1	$10K	Hold	118	–	–	﹤0.01%	586
2021 Q4	$9K	Hold	118	–	–	﹤0.01%	588
2021 Q3	$8K	Sell	118 -1	-0.8%	-$77	﹤0.01%	623
2021 Q2	$8K	Sell	119 -72	-38%	-$5.43K	﹤0.01%	609
2021 Q1	$13K	Buy	191 +68	+55%	+$4.6K	﹤0.01%	470
2020 Q4	$8K	Buy	+123	New	+$7.94K	﹤0.01%	548

Other funds holding HSIC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

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