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Dynasty Wealth Management’s Hershey HSY Stock Holding History

Dynasty 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 		$646K Sell
3,684
-1,170
-24% -$221K ﹤0.01% 233
2026
Q1 		$1.01M Sell
4,854
-159
-3% -$33.5K 0.01% 184
2025
Q4 		$912K Sell
5,013
-617
-11% -$113K 0.01% 193
2025
Q3 		$1.05M Buy
+5,630
New +$1.02M 0.01% 160

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

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

Dynasty Wealth Management reduced its Hershey (HSY) stake by 24% in Q2 2026, selling an estimated $221K and leaving 3,684 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Dynasty Wealth Management first reported a position in HSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Dynasty Wealth Management held 3,684 shares of Hershey worth $646K as of Q2 2026.
  • Dynasty Wealth Management sold 1,170 Hershey shares in Q2 2026, an estimated $221K.
  • Hershey made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Dynasty Wealth Management first reported a position in Hershey in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Hershey position peaked at $1.05M in Q3 2025.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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