Bay Harbor Wealth Management’s Hershey HSY Stock Holding History

Bay Harbor 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 Q1	$4.57K	Buy	22 +6	+38%	+$1.26K	﹤0.01%	368
2025 Q4	$2.91K	Buy	16 +5	+45%	+$914	﹤0.01%	397
2025 Q3	$2.06K	Buy	11 +3	+38%	+$545	﹤0.01%	362
2025 Q2	$1.33K	Buy	8 +4	+100%	+$659	﹤0.01%	390
2025 Q1	$684	Buy	+4	New	+$655	﹤0.01%	368
2023 Q3	–	Sell	-9	Closed	-$2.25K	–	173
2023 Q2	$2.25K	Buy	+9	New	+$2.36K	﹤0.01%	142
2021 Q1	–	Sell	-25	Closed	-$4K	–	310
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	296
2020 Q3	$4K	Hold	25	–	–	﹤0.01%	272
2020 Q2	$3K	Buy	+25	New	+$3.36K	﹤0.01%	267

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

Bay Harbor Wealth Management's HSY Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Hershey (HSY) stake by 38% in Q1 2026, buying an estimated $1.26K and bringing the position to 22 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Bay Harbor Wealth Management first reported a position in HSY in Q2 2020 and has held it in 9 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Bay Harbor Wealth Management held 22 shares of Hershey worth $4.57K as of Q1 2026.
Bay Harbor Wealth Management bought 6 Hershey shares in Q1 2026, an estimated $1.26K.
Hershey made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #368 holding.
Bay Harbor Wealth Management first reported a position in Hershey in Q2 2020 and has held it in 9 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.