EWS
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Evergreen Wealth Solutions’s Hershey HSY Stock Holding History

Evergreen Wealth Solutions’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 		$225K Sell
1,208
-1
-0.1% -$189 0.01% 481
2026
Q1 		$251K Buy
+1,209
New +$255K 0.02% 359

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 $3.38T AUM 44.17% 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

Evergreen Wealth Solutions's HSY Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Hershey (HSY) stake by 0.08% in Q2 2026, selling an estimated $189 and leaving 1,208 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #481.

Evergreen Wealth Solutions first reported a position in HSY in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Evergreen Wealth Solutions held 1,208 shares of Hershey worth $225K as of Q2 2026.
  • Evergreen Wealth Solutions sold 1 Hershey share in Q2 2026, an estimated $189.
  • Hershey made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #481 holding.
  • Evergreen Wealth Solutions first reported a position in Hershey in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Hershey position peaked at $251K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.