HighMark Wealth Management’s Hershey HSY Stock Holding History

HighMark Wealth 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	$8.94K	Buy	43 +2	+5%	+$422	﹤0.01%	305
2025 Q4	$7.46K	Buy	41 +8	+24%	+$1.46K	﹤0.01%	352
2025 Q3	$6.17K	Hold	33	–	–	﹤0.01%	362
2025 Q2	$5.48K	Buy	33 +8	+32%	+$1.32K	﹤0.01%	383
2025 Q1	$3.42K	Buy	25 +7	+39%	+$1.15K	﹤0.01%	408
2024 Q4	$3.05K	Hold	18	–	–	﹤0.01%	421
2024 Q3	$3.45K	Hold	18	–	–	﹤0.01%	436
2024 Q2	$3.31K	Sell	18 -5	-22%	-$967	﹤0.01%	425
2024 Q1	$4.86K	Sell	23 -5	-18%	-$964	﹤0.01%	378
2023 Q4	$5.22K	Sell	28 -16	-36%	-$3.03K	﹤0.01%	364
2023 Q3	$8.8K	Hold	44	–	–	0.01%	271
2023 Q2	$11K	Hold	44	–	–	0.01%	250
2023 Q1	$11.2K	Hold	44	–	–	0.01%	282
2022 Q4	$10.2K	Hold	44	–	–	0.01%	253
2022 Q3	$10K	Sell	44 -2	-4%	-$448	0.01%	245
2022 Q2	$10K	Sell	46 -2	-4%	-$436	0.01%	246
2022 Q1	$10K	Buy	+48	New	+$9.75K	0.01%	263

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HighMark Wealth Management's HSY Position: Q1 2026 in Review

HighMark Wealth Management increased its Hershey (HSY) stake by 4.9% in Q1 2026, buying an estimated $422 and bringing the position to 43 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

HighMark Wealth Management first reported a position in HSY in Q1 2022 and has held it in 17 quarters since. The position peaked at $11.2K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

HighMark Wealth Management held 43 shares of Hershey worth $8.94K as of Q1 2026.
HighMark Wealth Management bought 2 Hershey shares in Q1 2026, an estimated $422.
Hershey made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #305 holding.
HighMark Wealth Management first reported a position in Hershey in Q1 2022 and has held it in 17 quarters since.
HighMark Wealth Management's Hershey position peaked at $11.2K in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.