EWM
HSY icon

Evolution Wealth Management’s Hershey HSY Stock Holding History

Evolution 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 		$6.67K Hold
38
– – ﹤0.01% 649
2026
Q1 		$7.9K Hold
38
– – 0.01% 547
2025
Q4 		$6.92K Buy
+38
New +$6.95K 0.01% 492

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

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

Evolution Wealth Management held its Hershey (HSY) position steady in Q2 2026 at 38 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Evolution Wealth Management first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.9K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Evolution Wealth Management held 38 shares of Hershey worth $6.67K as of Q2 2026.
  • Evolution Wealth Management left its Hershey share count unchanged in Q2 2026.
  • Hershey made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #649 holding.
  • Evolution Wealth Management first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Hershey position peaked at $7.9K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.