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Flagship Wealth Advisors’s Hershey HSY Stock Holding History

Flagship Wealth Advisors’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 		$66.4K Hold
400
– – 0.03% 173
2025
Q4 		$72.8K Hold
400
– – 0.02% 188
2025
Q3 		$74.8K Hold
400
– – 0.02% 188
2025
Q2 		$66.4K Hold
400
– – 0.03% 185
2025
Q1 		$68.4K Sell
400
-82
-17% -$13.4K 0.03% 176
2024
Q4 		$81.7K Buy
+482
New +$86.4K 0.05% 153

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flagship Wealth Advisors's HSY Position: Q1 2026 in Review

Flagship Wealth Advisors held its Hershey (HSY) position steady in Q1 2026 at 400 shares worth $66.4K. The position accounts for 0.03% of the portfolio, ranked #173.

Flagship Wealth Advisors first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. The position peaked at $81.7K in Q4 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Flagship Wealth Advisors held 400 shares of Hershey worth $66.4K as of Q1 2026.
  • Flagship Wealth Advisors left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.03% of Flagship Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Flagship Wealth Advisors first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Hershey position peaked at $81.7K in Q4 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.