True Wealth Design’s Henry Schein HSIC Stock Holding History

True Wealth Design’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	$8.19K	Buy	98 +77	+367%	+$5.89K	﹤0.01%	1140
2026 Q1	$1.55K	Hold	21	–	–	﹤0.01%	1639
2025 Q4	$1.59K	Sell	21 -18	-46%	-$1.27K	﹤0.01%	1536
2025 Q3	$2.59K	Sell	39 -11	-22%	-$761	﹤0.01%	1374
2025 Q2	$3.65K	Sell	50 -38	-43%	-$2.62K	﹤0.01%	935
2025 Q1	$6.03K	Buy	88 +86	+4,300%	+$6.35K	﹤0.01%	621
2024 Q4	$139	Sell	2 -1	-33%	-$72	﹤0.01%	1259
2024 Q3	$219	Sell	3 -6	-67%	-$416	﹤0.01%	1193
2024 Q2	$577	Buy	9 +2	+29%	+$141	﹤0.01%	628
2024 Q1	$529	Buy	7 +2	+40%	+$150	﹤0.01%	611
2023 Q4	$379	Hold	5	–	–	﹤0.01%	552
2023 Q3	$372	Hold	5	–	–	﹤0.01%	500
2023 Q2	$406	Hold	5	–	–	﹤0.01%	500
2023 Q1	$408	Hold	5	–	–	﹤0.01%	574
2022 Q4	$399	Buy	+5	New	+$379	﹤0.01%	515

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

True Wealth Design's HSIC Position: Q2 2026 in Review

True Wealth Design increased its Henry Schein (HSIC) stake by 367% in Q2 2026, buying an estimated $5.89K and bringing the position to 98 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

True Wealth Design first reported a position in HSIC in Q4 2022 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

True Wealth Design held 98 shares of Henry Schein worth $8.19K as of Q2 2026.
True Wealth Design bought 77 Henry Schein shares in Q2 2026, an estimated $5.89K.
Henry Schein made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1140 holding.
True Wealth Design first reported a position in Henry Schein in Q4 2022 and has held it in 15 quarters since.
559 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.