Aureus Asset Management’s Hershey HSY Stock Holding History

Aureus Asset 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 Q1	$451K	Hold	2,170	–	–	0.03%	159
2025 Q4	$395K	Sell	2,170 -645	-23%	-$118K	0.03%	148
2025 Q3	$527K	Sell	2,815 -1,275	-31%	-$232K	0.03%	124
2025 Q2	$679K	Sell	4,090 -400	-9%	-$65.9K	0.04%	113
2025 Q1	$768K	Sell	4,490 -510	-10%	-$83.5K	0.05%	104
2024 Q4	$847K	Sell	5,000 -50	-1%	-$8.97K	0.05%	103
2024 Q3	$968K	Hold	5,050	–	–	0.06%	92
2024 Q2	$928K	Hold	5,050	–	–	0.06%	91
2024 Q1	$982K	Hold	5,050	–	–	0.07%	88
2023 Q4	$942K	Sell	5,050 -525	-9%	-$99.5K	0.07%	88
2023 Q3	$1.12M	Hold	5,575	–	–	0.09%	86
2023 Q2	$1.39M	Hold	5,575	–	–	0.1%	83
2023 Q1	$1.42M	Hold	5,575	–	–	0.11%	80
2022 Q4	$1.29M	Hold	5,575	–	–	0.11%	82
2022 Q3	$1.23M	Hold	5,575	–	–	0.11%	80
2022 Q2	$1.2M	Sell	5,575 -500	-8%	-$109K	0.1%	87
2022 Q1	$1.32M	Hold	6,075	–	–	0.09%	92
2021 Q4	$1.18M	Sell	6,075 -6,700	-52%	-$1.21M	0.07%	90
2021 Q3	$2.16M	Sell	12,775 -1,900	-13%	-$336K	0.14%	73
2021 Q2	$2.56M	Buy	+14,675	New	+$2.47M	0.16%	68
2015 Q2	–	Sell	-50,376	Closed	-$5.08M	–	171
2015 Q1	$5.08M	Buy	50,376 +5,046	+11%	+$527K	1.17%	39
2014 Q4	$4.71M	Buy	+45,330	New	+$4.41M	1.15%	39

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

Aureus Asset Management's HSY Position: Q1 2026 in Review

Aureus Asset Management held its Hershey (HSY) position steady in Q1 2026 at 2,170 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #159.

Aureus Asset Management first reported a position in HSY in Q4 2014 and has held it in 22 quarters since. The position peaked at $5.08M in Q1 2015. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Aureus Asset Management held 2,170 shares of Hershey worth $451K as of Q1 2026.
Aureus Asset Management left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.03% of Aureus Asset Management's portfolio in Q1 2026, its #159 holding.
Aureus Asset Management first reported a position in Hershey in Q4 2014 and has held it in 22 quarters since.
Aureus Asset Management's Hershey position peaked at $5.08M in Q1 2015.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.