Equitable Trust’s Hershey HSY Stock Holding History

Equitable Trust’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	$278K	Buy	1,335 +35	+3%	+$7.38K	0.01%	417
2025 Q4	$237K	Hold	1,300	–	–	0.01%	411
2025 Q3	$243K	Hold	1,300	–	–	0.01%	412
2025 Q2	$216K	Hold	1,300	–	–	0.01%	421
2025 Q1	$222K	Sell	1,300 -35	-3%	-$5.73K	0.01%	442
2024 Q4	$226K	Sell	1,335 -148	-10%	-$26.5K	0.01%	447
2024 Q3	$284K	Hold	1,483	–	–	0.02%	397
2024 Q2	$273K	Buy	1,483 +183	+14%	+$35.4K	0.02%	393
2024 Q1	$253K	Hold	1,300	–	–	0.02%	395
2023 Q4	$242K	Sell	1,300 -156	-11%	-$29.6K	0.02%	379
2023 Q3	$291K	Buy	1,456 +156	+12%	+$34.9K	0.02%	351
2023 Q2	$325K	Hold	1,300	–	–	0.02%	323
2023 Q1	$331K	Hold	1,300	–	–	0.03%	319
2022 Q4	$301K	Hold	1,300	–	–	0.02%	335
2022 Q3	$287K	Hold	1,300	–	–	0.02%	322
2022 Q2	$280K	Hold	1,300	–	–	0.02%	332
2022 Q1	$282K	Hold	1,300	–	–	0.02%	335
2021 Q4	$252K	Hold	1,300	–	–	0.02%	338
2021 Q3	$220K	Hold	1,300	–	–	0.01%	337
2021 Q2	$226K	Hold	1,300	–	–	0.01%	340
2021 Q1	$206K	Buy	+1,300	New	+$196K	0.02%	343
2019 Q4	–	Sell	-1,300	Closed	-$201K	–	287
2019 Q3	$201K	Buy	+1,300	New	+$196K	0.02%	275

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Equitable Trust's HSY Position: Q1 2026 in Review

Equitable Trust increased its Hershey (HSY) stake by 2.7% in Q1 2026, buying an estimated $7.38K and bringing the position to 1,335 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #417.

Equitable Trust first reported a position in HSY in Q3 2019 and has held it in 22 quarters since. The position peaked at $331K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Equitable Trust held 1,335 shares of Hershey worth $278K as of Q1 2026.
Equitable Trust bought 35 Hershey shares in Q1 2026, an estimated $7.38K.
Hershey made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #417 holding.
Equitable Trust first reported a position in Hershey in Q3 2019 and has held it in 22 quarters since.
Equitable Trust's Hershey position peaked at $331K in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.