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49 Wealth Management’s Hershey HSY Stock Holding History

49 Wealth Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,336
Closed -$693K – 229
2026
Q1 		$693K Buy
3,336
+938
+39% +$198K 0.05% 93
2025
Q4 		$436K Buy
2,398
+324
+16% +$59.2K 0.04% 120
2025
Q3 		$388K Buy
2,074
+235
+13% +$42.7K 0.04% 123
2025
Q2 		$305K Buy
1,839
+394
+27% +$64.9K 0.03% 133
2025
Q1 		$247K Buy
+1,445
New +$237K 0.03% 153

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

49 Wealth Management's HSY Position: Q2 2026 in Review

49 Wealth Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 3,336 shares — an estimated $693K sold.

49 Wealth Management first reported a position in HSY in Q1 2025 and held it in 5 quarters. The position peaked at $693K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • 49 Wealth Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 3,336 Hershey shares in Q2 2026, an estimated $693K.
  • 49 Wealth Management first reported a position in Hershey in Q1 2025 and held it in 5 quarters.
  • 49 Wealth Management's Hershey position peaked at $693K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.