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Asset Planning Inc’s Hershey HSY Stock Holding History

Asset Planning Inc’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 		$29.8K Hold
143
– – 0.02% 183
2025
Q4 		$26K Buy
143
+1
+0.7% +$183 0.02% 190
2025
Q3 		$26.5K Buy
142
+1
+0.7% +$182 0.02% 192
2025
Q2 		$23.4K Buy
141
+1
+0.7% +$165 0.02% 197
2025
Q1 		$24K Buy
140
+1
+0.7% +$164 0.02% 202
2024
Q4 		$23.6K Buy
+139
New +$24.9K 0.02% 199

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Asset Planning Inc's HSY Position: Q1 2026 in Review

Asset Planning Inc held its Hershey (HSY) position steady in Q1 2026 at 143 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #183.

Asset Planning Inc first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Asset Planning Inc held 143 shares of Hershey worth $29.8K as of Q1 2026.
  • Asset Planning Inc left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.02% of Asset Planning Inc's portfolio in Q1 2026, its #183 holding.
  • Asset Planning Inc first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.