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Spire Wealth Management’s Henry Schein HSIC Stock Holding History

Spire 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 		$3.86K Hold
46
– – ﹤0.01% 1870
2026
Q1 		$3.41K Sell
46
-343
-88% -$26.5K ﹤0.01% 1924
2025
Q4 		$29.4K Sell
389
-610
-61% -$42.9K ﹤0.01% 1341
2025
Q3 		$66.3K Buy
999
+105
+12% +$7.27K ﹤0.01% 1142
2025
Q2 		$65.3K Sell
894
-86
-9% -$5.92K ﹤0.01% 1115
2025
Q1 		$67.1K Sell
980
-106
-10% -$7.83K ﹤0.01% 1182
2024
Q4 		$75.2K Buy
1,086
+64
+6% +$4.6K ﹤0.01% 1144
2024
Q3 		$74.5K Buy
1,022
+892
+686% +$61.8K ﹤0.01% 1006
2024
Q2 		$8.33K Buy
130
+118
+983% +$8.31K ﹤0.01% 1687
2024
Q1 		$906 Sell
12
-76
-86% -$5.7K ﹤0.01% 2217
2023
Q4 		$6.52K Buy
88
+1
+1% +$70 ﹤0.01% 1885
2023
Q3 		$6.46K Sell
87
-311
-78% -$24K ﹤0.01% 1862
2023
Q2 		$32.3K Hold
398
– – ﹤0.01% 1388
2023
Q1 		$32.5K Hold
398
– – ﹤0.01% 1401
2022
Q4 		$32K Hold
398
– – ﹤0.01% 1172
2022
Q3 		$26K Sell
398
-2,957
-88% -$220K ﹤0.01% 1224
2022
Q2 		$257K Buy
+3,355
New +$281K 0.01% 677
2022
Q1 		– Sell
-4,101
Closed -$318K – 2672
2021
Q4 		$318K Buy
+4,101
New +$313K 0.01% 882
2021
Q2 		– Sell
-8,341
Closed -$567K – 2745
2021
Q1 		$567K Buy
+8,341
New +$564K 0.02% 623

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Spire Wealth Management held its Henry Schein (HSIC) position steady in Q2 2026 at 46 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Spire Wealth Management first reported a position in HSIC in Q1 2021 and has held it in 19 quarters since. The position peaked at $567K in Q1 2021. 559 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • Spire Wealth Management held 46 shares of Henry Schein worth $3.86K as of Q2 2026.
  • Spire Wealth Management left its Henry Schein share count unchanged in Q2 2026.
  • Henry Schein made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1870 holding.
  • Spire Wealth Management first reported a position in Henry Schein in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Henry Schein position peaked at $567K in Q1 2021.
  • 559 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.