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Tempus Wealth Planning’s Henry Schein HSIC Stock Holding History

Tempus Wealth Planning’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 		$234K Sell
2,799
-815
-23% -$62.3K 0.05% 258
2026
Q1 		$266K Sell
3,614
-366
-9% -$28.3K 0.06% 228
2025
Q4 		$301K Sell
3,980
-253
-6% -$17.8K 0.07% 215
2025
Q3 		$281K Hold
4,233
– – 0.06% 231
2025
Q2 		$309K Sell
4,233
-1,040
-20% -$71.6K 0.08% 208
2025
Q1 		$361K Hold
5,273
– – 0.11% 183
2024
Q4 		$365K Sell
5,273
-75
-1% -$5.39K 0.11% 171
2024
Q3 		$390K Buy
5,348
+741
+16% +$51.4K 0.14% 147
2024
Q2 		$295K Buy
4,607
+260
+6% +$18.3K 0.12% 156
2024
Q1 		$328K Buy
4,347
+394
+10% +$29.6K 0.14% 143
2023
Q4 		$299K Buy
3,953
+353
+10% +$24.7K 0.13% 150
2023
Q3 		$267K Buy
+3,600
New +$277K 0.13% 137

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 $3.38T AUM 44.17% 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

Tempus Wealth Planning's HSIC Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Henry Schein (HSIC) stake by 23% in Q2 2026, selling an estimated $62.3K and leaving 2,799 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #258.

Tempus Wealth Planning first reported a position in HSIC in Q3 2023 and has held it in 12 quarters since. The position peaked at $390K in Q3 2024. 566 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • Tempus Wealth Planning held 2,799 shares of Henry Schein worth $234K as of Q2 2026.
  • Tempus Wealth Planning sold 815 Henry Schein shares in Q2 2026, an estimated $62.3K.
  • Henry Schein made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #258 holding.
  • Tempus Wealth Planning first reported a position in Henry Schein in Q3 2023 and has held it in 12 quarters since.
  • Tempus Wealth Planning's Henry Schein position peaked at $390K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.