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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
Q2 		$57.9K Buy
330
+3
+0.9% +$566 0.02% 132
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bernard Wealth Management's HSY Position: Q2 2026 in Review

Bernard Wealth Management increased its Hershey (HSY) stake by 0.92% in Q2 2026, buying an estimated $566 and bringing the position to 330 shares worth $57.9K. The position accounts for 0.02% of the portfolio, ranked #132.

Bernard Wealth Management first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.1K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Bernard Wealth Management held 330 shares of Hershey worth $57.9K as of Q2 2026.
  • Bernard Wealth Management bought 3 Hershey shares in Q2 2026, an estimated $566.
  • Hershey made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Bernard Wealth Management first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Hershey position peaked at $68.1K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.