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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
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 $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

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

Dynasty Wealth Management reduced its Hershey (HSY) stake by 3.2% in Q1 2026, selling an estimated $33.5K and leaving 4,854 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #184.

Dynasty Wealth Management first reported a position in HSY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Dynasty Wealth Management held 4,854 shares of Hershey worth $1.01M as of Q1 2026.
  • Dynasty Wealth Management sold 159 Hershey shares in Q1 2026, an estimated $33.5K.
  • Hershey made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Dynasty Wealth Management first reported a position in Hershey in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Hershey position peaked at $1.05M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.