Wealthspire Advisors (New York)’s Henry Schein HSIC Stock Holding History

Wealthspire Advisors (New York)’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	$1.09M	Sell	14,827 -950	-6%	-$73.4K	0.01%	393
2025 Q4	$1.19M	Buy	15,777 +350	+2%	+$24.6K	0.01%	393
2025 Q3	$1.02M	Sell	15,427 -107	-0.7%	-$7.41K	0.01%	389
2025 Q2	$1.13M	Sell	15,534 -324	-2%	-$22.3K	0.01%	364
2025 Q1	$1.09M	Buy	15,858 +86	+0.5%	+$6.35K	0.01%	366
2024 Q4	$1.09M	Buy	15,772 +874	+6%	+$62.8K	0.01%	356
2024 Q3	$1.09M	Buy	14,898 +2	+0%	+$139	0.01%	360
2024 Q2	$955K	Hold	14,896	–	–	0.01%	319
2024 Q1	$1.12M	Hold	14,896	–	–	0.02%	298
2023 Q4	$1.13M	Sell	14,896 -44	-0.3%	-$3.08K	0.02%	289
2023 Q3	$1.11M	Buy	+14,940	New	+$1.15M	0.02%	262
2021 Q3	–	Sell	-14,970	Closed	-$1.11M	–	588
2021 Q2	$1.11M	Sell	14,970 -2,048	-12%	-$154K	0.03%	153
2021 Q1	$1.18M	Buy	17,018 +25	+0.1%	+$1.69K	0.03%	235
2020 Q4	$1.14M	Buy	+16,993	New	+$1.1M	0.03%	194
2020 Q2	–	Sell	-15,872	Closed	-$802K	–	384
2020 Q1	$802K	Buy	+15,872	New	+$1.01M	0.03%	225
2019 Q1	–	Sell	-139	Closed	-$9K	–	379
2018 Q4	$9K	Buy	+139	New	+$9.15K	﹤0.01%	525

Other funds holding HSIC

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s HSIC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Henry Schein (HSIC) stake by 6% in Q1 2026, selling an estimated $73.4K and leaving 14,827 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #393.

Wealthspire Advisors (New York) first reported a position in HSIC in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.19M in Q4 2025. 558 funds tracked by Wall St. Rank hold HSIC as of Q1 2026.

Wealthspire Advisors (New York) held 14,827 shares of Henry Schein worth $1.09M as of Q1 2026.
Wealthspire Advisors (New York) sold 950 Henry Schein shares in Q1 2026, an estimated $73.4K.
Henry Schein made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #393 holding.
Wealthspire Advisors (New York) first reported a position in Henry Schein in Q4 2018 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Henry Schein position peaked at $1.19M in Q4 2025.
558 funds tracked by Wall St. Rank held Henry Schein as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.