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Evolve Private Wealth’s Hershey HSY Stock Holding History

Evolve Private Wealth’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 		$726K Buy
+4,138
New +$780K 0.04% 381

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

Evolve Private Wealth's HSY Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Hershey (HSY) in Q2 2026: 4,138 shares worth $726K. The stake represents 0.04% of the portfolio and ranks #381 among its holdings.

1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Evolve Private Wealth held 4,138 shares of Hershey worth $726K as of Q2 2026.
  • Hershey was a new Evolve Private Wealth position in Q2 2026.
  • Hershey made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #381 holding.
  • 1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.