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Belpointe Asset Management’s Hershey HSY Stock Holding History

Belpointe 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 		$968K Sell
4,658
-817
-15% -$172K 0.04% 463
2025
Q4 		$996K Sell
5,475
-875
-14% -$160K 0.04% 437
2025
Q3 		$1.19M Buy
6,350
+3,750
+144% +$681K 0.05% 352
2025
Q2 		$432K Sell
2,600
-13
-0.5% -$2.14K 0.02% 623
2025
Q1 		$447K Sell
2,613
-8,050
-75% -$1.32M 0.02% 602
2024
Q4 		$2.06M Buy
10,663
+2,215
+26% +$397K 0.12% 165
2024
Q3 		$1.62M Sell
8,448
-1,214
-13% -$236K 0.1% 206
2024
Q2 		$1.78M Buy
+9,662
New +$1.87M 0.12% 159
2024
Q1 		– Sell
-1,105
Closed -$206K – 810
2023
Q4 		$206K Sell
1,105
-620
-36% -$117K 0.02% 656
2023
Q3 		$345K Buy
1,725
+78
+5% +$17.5K 0.04% 428
2023
Q2 		$411K Sell
1,647
-351
-18% -$92.1K 0.04% 350
2023
Q1 		$508K Buy
1,998
+96
+5% +$22.6K 0.03% 562
2022
Q4 		$440K Sell
1,902
-2
-0.1% -$461 0.03% 594
2022
Q3 		$421K Buy
1,904
+436
+30% +$97.7K 0.03% 571
2022
Q2 		$316K Sell
1,468
-131
-8% -$28.5K 0.02% 657
2022
Q1 		$347K Buy
1,599
+556
+53% +$113K 0.02% 664
2021
Q4 		$202K Buy
1,043
+25
+2% +$4.53K 0.01% 887
2021
Q3 		$172K Sell
1,018
-3
-0.3% -$530 0.01% 914
2021
Q2 		$178K Buy
+1,021
New +$172K 0.01% 874
2021
Q1 		– Sell
-728
Closed -$111K – 1033
2020
Q4 		$111K Buy
+728
New +$108K 0.01% 919
2019
Q4 		– Sell
-1,010
Closed -$157K – 797
2019
Q3 		$157K Buy
1,010
+30
+3% +$4.53K 0.03% 542
2019
Q2 		$131K Buy
+980
New +$125K 0.03% 517

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

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

Belpointe Asset Management reduced its Hershey (HSY) stake by 15% in Q1 2026, selling an estimated $172K and leaving 4,658 shares worth $968K. The position accounts for 0.04% of the portfolio, ranked #463.

Belpointe Asset Management first reported a position in HSY in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Belpointe Asset Management held 4,658 shares of Hershey worth $968K as of Q1 2026.
  • Belpointe Asset Management sold 817 Hershey shares in Q1 2026, an estimated $172K.
  • Hershey made up 0.04% of Belpointe Asset Management's portfolio in Q1 2026, its #463 holding.
  • Belpointe Asset Management first reported a position in Hershey in Q2 2019 and has held it in 22 quarters since.
  • Belpointe Asset Management's Hershey position peaked at $2.06M in Q4 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.