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Endowment Wealth Management’s Hershey HSY Stock Holding History

Endowment 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 		$231K Buy
1,317
+191
+17% +$36K 0.09% 152
2026
Q1 		$234K Buy
+1,126
New +$237K 0.1% 141

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

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

Endowment Wealth Management increased its Hershey (HSY) stake by 17% in Q2 2026, buying an estimated $36K and bringing the position to 1,317 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #152.

Endowment Wealth Management first reported a position in HSY in Q1 2026 and has held it in 2 quarters since. The position peaked at $234K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Endowment Wealth Management held 1,317 shares of Hershey worth $231K as of Q2 2026.
  • Endowment Wealth Management bought 191 Hershey shares in Q2 2026, an estimated $36K.
  • Hershey made up 0.09% of Endowment Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Endowment Wealth Management first reported a position in Hershey in Q1 2026 and has held it in 2 quarters since.
  • Endowment Wealth Management's Hershey position peaked at $234K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.