FDW
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Fourth Dimension Wealth’s Hershey HSY Stock Holding History

Fourth Dimension 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 		– Sell
-1,685
Closed -$350K – 699
2026
Q1 		$350K Buy
1,685
+311
+23% +$65.6K 0.13% 100
2025
Q4 		$250K Buy
1,374
+1,134
+473% +$207K 0.09% 120
2025
Q3 		$44.8K Buy
240
+2
+0.8% +$363 0.02% 241
2025
Q2 		$39.5K Buy
+238
New +$39.2K 0.02% 251

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

Fourth Dimension Wealth's HSY Position: Q2 2026 in Review

Fourth Dimension Wealth sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,685 shares — an estimated $350K sold.

Fourth Dimension Wealth first reported a position in HSY in Q2 2025 and held it in 4 quarters. The position peaked at $350K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Fourth Dimension Wealth reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 1,685 Hershey shares in Q2 2026, an estimated $350K.
  • Fourth Dimension Wealth first reported a position in Hershey in Q2 2025 and held it in 4 quarters.
  • Fourth Dimension Wealth's Hershey position peaked at $350K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.