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Bogart Wealth LLC’s Hershey HSY Stock Holding History

Bogart Wealth LLC’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 		$393K Buy
1,889
+75
+4% +$15.8K 0.02% 193
2025
Q4 		$330K Sell
1,814
-2
-0.1% -$366 0.01% 196
2025
Q3 		$340K Sell
1,816
-5
-0.3% -$909 0.01% 191
2025
Q2 		$302K Buy
1,821
+149
+9% +$24.6K 0.01% 196
2025
Q1 		$286K Buy
1,672
+4
+0.2% +$655 0.01% 200
2024
Q4 		$282K Buy
1,668
+113
+7% +$20.3K 0.01% 192
2024
Q3 		$298K Buy
1,555
+6
+0.4% +$1.17K 0.01% 186
2024
Q2 		$285K Buy
1,549
+96
+7% +$18.6K 0.01% 183
2024
Q1 		$283K Buy
1,453
+17
+1% +$3.28K 0.01% 180
2023
Q4 		$268K Buy
1,436
+5
+0.3% +$947 0.02% 186
2023
Q3 		$286K Buy
1,431
+5
+0.4% +$1.12K 0.02% 175
2023
Q2 		$356K Buy
1,426
+3
+0.2% +$787 0.02% 158
2023
Q1 		$362K Buy
1,423
+23
+2% +$5.4K 0.02% 147
2022
Q4 		$324K Buy
1,400
+4
+0.3% +$922 0.02% 153
2022
Q3 		$308K Buy
1,396
+47
+3% +$10.5K 0.03% 149
2022
Q2 		$290K Buy
1,349
+231
+21% +$50.3K 0.03% 144
2022
Q1 		$242K Buy
1,118
+3
+0.3% +$609 0.02% 149
2021
Q4 		$216K Buy
1,115
+4
+0.4% +$724 0.02% 149
2021
Q3 		$188K Buy
1,111
+5
+0.5% +$883 0.02% 149
2021
Q2 		$193K Buy
1,106
+4
+0.4% +$674 0.02% 148
2021
Q1 		$174K Buy
1,102
+4
+0.4% +$602 0.02% 139
2020
Q4 		$167K Buy
1,098
+5
+0.5% +$740 0.03% 133
2020
Q3 		$156K Buy
1,093
+4
+0.4% +$567 0.03% 130
2020
Q2 		$141K Buy
+1,089
New +$146K 0.03% 129

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

Bogart Wealth LLC's HSY Position: Q1 2026 in Review

Bogart Wealth LLC increased its Hershey (HSY) stake by 4.1% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,889 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #193.

Bogart Wealth LLC first reported a position in HSY in Q2 2020 and has held it in 24 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Bogart Wealth LLC held 1,889 shares of Hershey worth $393K as of Q1 2026.
  • Bogart Wealth LLC bought 75 Hershey shares in Q1 2026, an estimated $15.8K.
  • Hershey made up 0.02% of Bogart Wealth LLC's portfolio in Q1 2026, its #193 holding.
  • Bogart Wealth LLC first reported a position in Hershey in Q2 2020 and has held it in 24 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.