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United Capital Financial Advisors’s Henry Schein HSIC Stock Holding History

United Capital Financial 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 		$231K Buy
+3,138
New +$242K ﹤0.01% 1488
2022
Q2 		– Sell
-2,583
Closed -$225K – 1154
2022
Q1 		$225K Buy
+2,583
New +$210K ﹤0.01% 1084
2021
Q4 		– Sell
-3,460
Closed -$264K – 1225
2021
Q3 		$264K Sell
3,460
-788
-19% -$60.6K ﹤0.01% 1054
2021
Q2 		$315K Sell
4,248
-617
-13% -$46.5K ﹤0.01% 1010
2021
Q1 		$337K Sell
4,865
-78
-2% -$5.28K ﹤0.01% 956
2020
Q4 		$330K Buy
4,943
+120
+2% +$7.74K ﹤0.01% 961
2020
Q3 		$283K Sell
4,823
-8,281
-63% -$531K ﹤0.01% 972
2020
Q2 		$765K Buy
13,104
+8,064
+160% +$451K 0.01% 737
2020
Q1 		$255K Sell
5,040
-1,542
-23% -$97.8K ﹤0.01% 1011
2019
Q4 		$439K Buy
6,582
+1,582
+32% +$105K ﹤0.01% 1035
2019
Q3 		$318K Sell
5,000
-11,079
-69% -$716K ﹤0.01% 1061
2019
Q2 		$1.12M Buy
16,079
+9,688
+152% +$640K 0.01% 775
2019
Q1 		$384K Sell
6,391
-2,354
-27% -$142K ﹤0.01% 1053
2018
Q4 		$539K Sell
8,745
-287
-3% -$18.9K ﹤0.01% 896
2018
Q3 		$602K Buy
9,032
+115
+1% +$7.16K ﹤0.01% 924
2018
Q2 		$508K Buy
8,917
+576
+7% +$32.5K ﹤0.01% 938
2018
Q1 		$440K Buy
8,341
+458
+6% +$25.4K ﹤0.01% 988
2017
Q4 		$436K Sell
7,883
-1,743
-18% -$101K ﹤0.01% 1001
2017
Q3 		$619K Buy
9,626
+12
+0.1% +$819 0.01% 901
2017
Q2 		$690K Sell
9,614
-165
-2% -$11.5K 0.01% 854
2017
Q1 		$652K Sell
9,779
-1,676
-15% -$109K 0.01% 851
2016
Q4 		$681K Sell
11,455
-1,211
-10% -$73.1K 0.01% 852
2016
Q3 		$810K Buy
12,666
+5,228
+70% +$347K 0.01% 829
2016
Q2 		$516K Buy
7,438
+2,618
+54% +$177K 0.01% 906
2016
Q1 		$326K Sell
4,820
-165
-3% -$10.3K ﹤0.01% 987
2015
Q4 		$309K Buy
4,985
+89
+2% +$5.29K ﹤0.01% 1009
2015
Q3 		$255K Sell
4,896
-349
-7% -$19.3K ﹤0.01% 1093
2015
Q2 		$292K Sell
5,245
-146
-3% -$8.08K ﹤0.01% 1080
2015
Q1 		$290K Sell
5,391
-63
-1% -$3.46K ﹤0.01% 1080
2014
Q4 		$291K Buy
+5,454
New +$271K ﹤0.01% 976

Other funds holding HSIC

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

United Capital Financial Advisors's HSIC Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Henry Schein (HSIC) in Q1 2026: 3,138 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1488 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in HSIC as recently as Q1 2022.

United Capital Financial Advisors first reported a position in HSIC in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.12M in Q2 2019. 557 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

  • United Capital Financial Advisors held 3,138 shares of Henry Schein worth $231K as of Q1 2026.
  • Henry Schein was a new United Capital Financial Advisors position in Q1 2026.
  • Henry Schein made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1488 holding.
  • United Capital Financial Advisors first reported a position in Henry Schein in Q4 2014 and has held it in 30 quarters since.
  • United Capital Financial Advisors's Henry Schein position peaked at $1.12M in Q2 2019.
  • 557 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.