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United Financial Planning Group’s Henry Schein HSIC Stock Holding History

United Financial Planning Group’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 		– Sell
-28
Closed -$2.06K – 501
2026
Q1 		$2.06K Buy
+28
New +$2.16K ﹤0.01% 427

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

United Financial Planning Group's HSIC Position: Q2 2026 in Review

United Financial Planning Group sold out of Henry Schein (HSIC) in Q2 2026, closing a stake of 28 shares — an estimated $2.06K sold.

United Financial Planning Group first reported a position in HSIC in Q1 2026 and held it in 1 quarter. The position peaked at $2.06K in Q1 2026. 566 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • United Financial Planning Group reported no remaining Henry Schein position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 28 Henry Schein shares in Q2 2026, an estimated $2.06K.
  • United Financial Planning Group first reported a position in Henry Schein in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Henry Schein position peaked at $2.06K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.