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Waverly Advisors’s Henry Schein HSIC Stock Holding History

Waverly 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
Q2 		$3.17M Sell
37,941
-187
-0.5% -$14.3K 0.02% 578
2026
Q1 		$2.81M Buy
38,128
+97
+0.3% +$7.49K 0.02% 568
2025
Q4 		$2.87M Buy
+38,031
New +$2.68M 0.02% 507

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

Waverly Advisors's HSIC Position: Q2 2026 in Review

Waverly Advisors reduced its Henry Schein (HSIC) stake by 0.49% in Q2 2026, selling an estimated $14.3K and leaving 37,941 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #578.

Waverly Advisors first reported a position in HSIC in Q4 2025 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold HSIC as of Q2 2026.

  • Waverly Advisors held 37,941 shares of Henry Schein worth $3.17M as of Q2 2026.
  • Waverly Advisors sold 187 Henry Schein shares in Q2 2026, an estimated $14.3K.
  • Henry Schein made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #578 holding.
  • Waverly Advisors first reported a position in Henry Schein in Q4 2025 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Henry Schein as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.