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Bingham Private Wealth’s Hershey HSY Stock Holding History

Bingham Private Wealth’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 		$311K Buy
1,497
+52
+4% +$11K 0.25% 119
2025
Q4 		$263K Buy
+1,445
New +$264K 0.23% 126
2025
Q2 		$245K Sell
1,478
-176
-11% -$29K 0.23% 130
2025
Q1 		$283K Buy
+1,654
New +$271K 0.29% 112

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

Bingham Private Wealth's HSY Position: Q1 2026 in Review

Bingham Private Wealth increased its Hershey (HSY) stake by 3.6% in Q1 2026, buying an estimated $11K and bringing the position to 1,497 shares worth $311K. The position accounts for 0.25% of the portfolio, ranked #119.

Bingham Private Wealth first reported a position in HSY in Q1 2025 and has held it in 4 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Bingham Private Wealth held 1,497 shares of Hershey worth $311K as of Q1 2026.
  • Bingham Private Wealth bought 52 Hershey shares in Q1 2026, an estimated $11K.
  • Hershey made up 0.25% of Bingham Private Wealth's portfolio in Q1 2026, its #119 holding.
  • Bingham Private Wealth first reported a position in Hershey in Q1 2025 and has held it in 4 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.