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Bernard Wealth Management’s Hershey HSY Stock Holding History

Bernard 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 		$68.1K Buy
327
+2
+0.6% +$422 0.03% 117
2025
Q4 		$59.2K Buy
325
+2
+0.6% +$366 0.02% 117
2025
Q3 		$60.4K Buy
323
+2
+0.6% +$363 0.03% 119
2025
Q2 		$53.2K Buy
321
+3
+0.9% +$494 0.02% 124
2025
Q1 		$54.4K Buy
318
+3
+1% +$491 0.03% 113
2024
Q4 		$53.4K Buy
+315
New +$56.5K 0.03% 118

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

Bernard Wealth Management's HSY Position: Q1 2026 in Review

Bernard Wealth Management increased its Hershey (HSY) stake by 0.62% in Q1 2026, buying an estimated $422 and bringing the position to 327 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #117.

Bernard Wealth Management 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.

  • Bernard Wealth Management held 327 shares of Hershey worth $68.1K as of Q1 2026.
  • Bernard Wealth Management bought 2 Hershey shares in Q1 2026, an estimated $422.
  • Hershey made up 0.03% of Bernard Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Bernard Wealth Management 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 Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.