AssetMark Inc
HSY icon

AssetMark Inc’s Hershey HSY Stock Holding History

AssetMark 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 		$1.33M Sell
6,396
-9,955
-61% -$2.1M ﹤0.01% 976
2025
Q4 		$2.98M Buy
16,351
+1,162
+8% +$212K 0.01% 765
2025
Q3 		$2.84M Buy
15,189
+721
+5% +$131K 0.01% 737
2025
Q2 		$2.4M Buy
14,468
+730
+5% +$120K 0.01% 726
2025
Q1 		$2.35M Buy
13,738
+555
+4% +$90.9K 0.01% 675
2024
Q4 		$2.23M Buy
13,183
+62
+0.5% +$11.1K 0.01% 688
2024
Q3 		$2.52M Buy
13,121
+7,302
+125% +$1.42M 0.01% 605
2024
Q2 		$1.07M Sell
5,819
-2
-0% -$387 ﹤0.01% 747
2024
Q1 		$1.13M Buy
5,821
+922
+19% +$178K ﹤0.01% 701
2023
Q4 		$913K Sell
4,899
-7,078
-59% -$1.34M ﹤0.01% 698
2023
Q3 		$2.4M Buy
11,977
+560
+5% +$125K 0.01% 472
2023
Q2 		$2.85M Buy
11,417
+44
+0.4% +$11.5K 0.01% 417
2023
Q1 		$2.89M Buy
11,373
+67
+0.6% +$15.7K 0.01% 400
2022
Q4 		$2.62M Buy
11,306
+15
+0.1% +$3.46K 0.01% 396
2022
Q3 		$2.49M Sell
11,291
-897
-7% -$201K 0.01% 354
2022
Q2 		$2.62M Sell
12,188
-82
-0.7% -$17.9K 0.01% 317
2022
Q1 		$2.66M Sell
12,270
-4,168
-25% -$847K 0.01% 313
2021
Q4 		$3.18M Buy
16,438
+163
+1% +$29.5K 0.01% 280
2021
Q3 		$2.75M Buy
16,275
+5,516
+51% +$975K 0.01% 312
2021
Q2 		$1.87M Buy
10,759
+1,194
+12% +$201K 0.01% 326
2021
Q1 		$1.51M Sell
9,565
-147,336
-94% -$22.2M 0.01% 325
2020
Q4 		$23.9M Buy
156,901
+10,752
+7% +$1.59M 0.13% 150
2020
Q3 		$20.9M Sell
146,149
-69,546
-32% -$9.86M 0.14% 145
2020
Q2 		$28.5M Buy
215,695
+60,676
+39% +$8.16M 0.2% 110
2020
Q1 		$20.5M Buy
155,019
+12,621
+9% +$1.86M 0.17% 114
2019
Q4 		$20.9M Buy
142,398
+139,663
+5,107% +$20.7M 0.16% 136
2019
Q3 		$424K Sell
2,735
-6
-0.2% -$906 ﹤0.01% 392
2019
Q2 		$367K Buy
2,741
+840
+44% +$107K ﹤0.01% 395
2019
Q1 		$218K Sell
1,901
-266
-12% -$29K ﹤0.01% 440
2018
Q4 		$232K Buy
2,167
+1
+0% +$106 ﹤0.01% 416
2018
Q3 		$221K Sell
2,166
-600
-22% -$59.3K ﹤0.01% 440
2018
Q2 		$257K Buy
2,766
+273
+11% +$25.5K ﹤0.01% 421
2018
Q1 		$247K Sell
2,493
-41
-2% -$4.24K ﹤0.01% 415
2017
Q4 		$288K Sell
2,534
-118
-4% -$13K ﹤0.01% 429
2017
Q3 		$290K Sell
2,652
-15,119
-85% -$1.61M ﹤0.01% 422
2017
Q2 		$1.91M Buy
17,771
+1,911
+12% +$211K 0.02% 242
2017
Q1 		$1.73M Buy
15,860
+13,216
+500% +$1.42M 0.02% 250
2016
Q4 		$273K Buy
2,644
+1
+0% +$99 ﹤0.01% 374
2016
Q3 		$253K Sell
2,643
-25
-0.9% -$2.65K ﹤0.01% 371
2016
Q2 		$303K Sell
2,668
-32
-1% -$3K 0.01% 351
2016
Q1 		$249K Buy
2,700
+1,200
+80% +$107K ﹤0.01% 349
2015
Q4 		$134K Buy
+1,500
New +$135K ﹤0.01% 472

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

AssetMark Inc's HSY Position: Q1 2026 in Review

AssetMark Inc reduced its Hershey (HSY) stake by 61% in Q1 2026, selling an estimated $2.1M and leaving 6,396 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #976.

AssetMark Inc first reported a position in HSY in Q4 2015 and has held it in 42 quarters since. The position peaked at $28.5M in Q2 2020. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • AssetMark Inc held 6,396 shares of Hershey worth $1.33M as of Q1 2026.
  • AssetMark Inc sold 9,955 Hershey shares in Q1 2026, an estimated $2.1M.
  • Hershey made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #976 holding.
  • AssetMark Inc first reported a position in Hershey in Q4 2015 and has held it in 42 quarters since.
  • AssetMark Inc's Hershey position peaked at $28.5M in Q2 2020.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.