Allworth Financial’s Hershey HSY Stock Holding History

Allworth Financial’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 Q1	$1.37M	Buy	6,610 +80	+1%	+$16.9K	0.01%	622
2025 Q4	$1.19M	Buy	6,530 +337	+5%	+$61.6K	﹤0.01%	641
2025 Q3	$1.16M	Sell	6,193 -1,959	-24%	-$356K	0.01%	628
2025 Q2	$1.35M	Buy	8,152 +963	+13%	+$159K	0.01%	565
2025 Q1	$1.18M	Buy	7,189 +67	+0.9%	+$11K	0.01%	493
2024 Q4	$1.08M	Buy	7,122 +4,022	+130%	+$721K	0.01%	519
2024 Q3	$595K	Sell	3,100 -2	-0.1%	-$389	﹤0.01%	541
2024 Q2	$593K	Sell	3,102 -2,329	-43%	-$451K	﹤0.01%	535
2024 Q1	$1.06M	Buy	5,431 +2,772	+104%	+$535K	0.01%	402
2023 Q4	$496K	Buy	2,659 +187	+8%	+$35.4K	﹤0.01%	521
2023 Q3	$495K	Buy	2,472 +371	+18%	+$83K	﹤0.01%	494
2023 Q2	$525K	Buy	2,101 +83	+4%	+$21.8K	﹤0.01%	493
2023 Q1	$513K	Buy	2,018 +239	+13%	+$56.1K	0.01%	467
2022 Q4	$412K	Buy	1,779 +50	+3%	+$11.5K	﹤0.01%	495
2022 Q3	$381K	Buy	1,729 +92	+6%	+$20.6K	﹤0.01%	473
2022 Q2	$352K	Buy	1,637 +73	+5%	+$15.9K	﹤0.01%	465
2022 Q1	$339K	Buy	1,564 +523	+50%	+$106K	﹤0.01%	461
2021 Q4	$201K	Buy	1,041 +4	+0.4%	+$724	﹤0.01%	527
2021 Q3	$175K	Buy	1,037 +164	+19%	+$29K	﹤0.01%	510
2021 Q2	$152K	Buy	873 +307	+54%	+$51.7K	﹤0.01%	409
2021 Q1	$89K	Buy	566 +47	+9%	+$7.08K	﹤0.01%	468
2020 Q4	$79K	Buy	519 +3	+0.6%	+$444	﹤0.01%	398
2020 Q3	$74K	Buy	516 +2	+0.4%	+$284	﹤0.01%	368
2020 Q2	$67K	Sell	514 -61	-11%	-$8.2K	﹤0.01%	374
2020 Q1	$76K	Buy	575 +67	+13%	+$9.88K	﹤0.01%	344
2019 Q4	$75K	Buy	508 +3	+0.6%	+$445	﹤0.01%	314
2019 Q3	$78K	Buy	505 +2	+0.4%	+$302	﹤0.01%	262
2019 Q2	$67K	Buy	503 +3	+0.6%	+$381	﹤0.01%	280
2019 Q1	$57K	Buy	500 +62	+14%	+$6.75K	﹤0.01%	291
2018 Q4	$47K	Hold	438	–	–	﹤0.01%	287
2018 Q3	$45K	Hold	438	–	–	﹤0.01%	311
2018 Q2	$41K	Hold	438	–	–	﹤0.01%	310
2018 Q1	$43K	Hold	438	–	–	﹤0.01%	272
2017 Q4	$50K	Hold	438	–	–	﹤0.01%	242
2017 Q3	$48K	Hold	438	–	–	﹤0.01%	245
2017 Q2	$47K	Hold	438	–	–	﹤0.01%	261
2017 Q1	$48K	Hold	438	–	–	﹤0.01%	238
2016 Q4	$45K	Sell	438 -27	-6%	-$2.67K	﹤0.01%	221
2016 Q3	$44K	Buy	465 +27	+6%	+$2.86K	﹤0.01%	230
2016 Q2	$50K	Hold	438	–	–	0.01%	203
2016 Q1	$40K	Hold	438	–	–	0.01%	233
2015 Q4	$39K	Hold	438	–	–	0.01%	228
2015 Q3	$40K	Hold	438	–	–	0.01%	231
2015 Q2	$39K	Hold	438	–	–	0.01%	228
2015 Q1	$44K	Buy	+438	New	+$45.7K	0.02%	214

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Allworth Financial's HSY Position: Q1 2026 in Review

Allworth Financial increased its Hershey (HSY) stake by 1.2% in Q1 2026, buying an estimated $16.9K and bringing the position to 6,610 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #622.

Allworth Financial first reported a position in HSY in Q1 2015 and has held it in 45 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Allworth Financial held 6,610 shares of Hershey worth $1.37M as of Q1 2026.
Allworth Financial bought 80 Hershey shares in Q1 2026, an estimated $16.9K.
Hershey made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #622 holding.
Allworth Financial first reported a position in Hershey in Q1 2015 and has held it in 45 quarters since.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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