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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
Q2 		$488K Sell
2,779
-214
-7% -$40.4K 0.02% 504
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 $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

GeoWealth Management's HSY Position: Q2 2026 in Review

GeoWealth Management reduced its Hershey (HSY) stake by 7.2% in Q2 2026, selling an estimated $40.4K and leaving 2,779 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #504.

GeoWealth Management first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $622K in Q1 2026. 1,413 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • GeoWealth Management held 2,779 shares of Hershey worth $488K as of Q2 2026.
  • GeoWealth Management sold 214 Hershey shares in Q2 2026, an estimated $40.4K.
  • Hershey made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #504 holding.
  • GeoWealth Management first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Hershey position peaked at $622K in Q1 2026.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.