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GeoWealth Management’s Hershey HSY Stock Holding History

GeoWealth 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
Q1 		$622K Buy
2,993
+2
+0.1% +$422 0.02% 421
2025
Q4 		$544K Sell
2,991
-95
-3% -$17.4K 0.02% 416
2025
Q3 		$577K Buy
3,086
+170
+6% +$30.9K 0.02% 417
2025
Q2 		$484K Buy
2,916
+915
+46% +$151K 0.02% 411
2025
Q1 		$342K Buy
2,001
+371
+23% +$60.7K 0.01% 510
2024
Q4 		$276K Buy
1,630
+20
+1% +$3.59K 0.01% 647
2024
Q3 		$309K Sell
1,610
-8
-0.5% -$1.55K 0.01% 593
2024
Q2 		$297K Buy
+1,618
New +$313K 0.01% 577

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

GeoWealth Management's HSY Position: Q1 2026 in Review

GeoWealth Management increased its Hershey (HSY) stake by 0.07% in Q1 2026, buying an estimated $422 and bringing the position to 2,993 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #421.

GeoWealth Management first reported a position in HSY in Q2 2024 and has held it in 8 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • GeoWealth Management held 2,993 shares of Hershey worth $622K as of Q1 2026.
  • GeoWealth Management bought 2 Hershey shares in Q1 2026, an estimated $422.
  • Hershey made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #421 holding.
  • GeoWealth Management first reported a position in Hershey in Q2 2024 and has held it in 8 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.