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IHT Wealth Management’s Hershey HSY Stock Holding History

IHT 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
Q2 		$280K Sell
1,599
-1,790
-53% -$338K 0.01% 1036
2026
Q1 		$704K Buy
3,389
+1,868
+123% +$394K 0.02% 701
2025
Q4 		$277K Sell
1,521
-184
-11% -$33.6K 0.01% 990
2025
Q3 		$319K Sell
1,705
-3,670
-68% -$667K 0.01% 909
2025
Q2 		$892K Sell
5,375
-350
-6% -$57.7K 0.02% 527
2025
Q1 		$979K Buy
5,725
+490
+9% +$80.2K 0.03% 481
2024
Q4 		$887K Sell
5,235
-5,905
-53% -$1.06M 0.03% 493
2024
Q3 		$2.14M Buy
11,140
+7,042
+172% +$1.37M 0.06% 304
2024
Q2 		$753K Buy
4,098
+457
+13% +$88.4K 0.03% 507
2024
Q1 		$708K Buy
3,641
+582
+19% +$112K 0.03% 527
2023
Q4 		$570K Buy
3,059
+661
+28% +$125K 0.03% 550
2023
Q3 		$480K Sell
2,398
-9
-0.4% -$2.02K 0.02% 568
2023
Q2 		$601K Buy
2,407
+309
+15% +$81K 0.03% 485
2023
Q1 		$534K Buy
2,098
+509
+32% +$120K 0.03% 478
2022
Q4 		$368K Buy
1,589
+144
+10% +$33.2K 0.02% 583
2022
Q3 		$319K Buy
+1,445
New +$324K 0.02% 597
2020
Q2 		– Sell
-1,739
Closed -$230K – 605
2020
Q1 		$230K Buy
1,739
+47
+3% +$6.93K 0.03% 457
2019
Q4 		$249K Buy
1,692
+3
+0.2% +$445 0.03% 504
2019
Q3 		$262K Buy
+1,689
New +$255K 0.04% 460

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

IHT Wealth Management's HSY Position: Q2 2026 in Review

IHT Wealth Management reduced its Hershey (HSY) stake by 53% in Q2 2026, selling an estimated $338K and leaving 1,599 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1036.

IHT Wealth Management first reported a position in HSY in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.14M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • IHT Wealth Management held 1,599 shares of Hershey worth $280K as of Q2 2026.
  • IHT Wealth Management sold 1,790 Hershey shares in Q2 2026, an estimated $338K.
  • Hershey made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1036 holding.
  • IHT Wealth Management first reported a position in Hershey in Q3 2019 and has held it in 19 quarters since.
  • IHT Wealth Management's Hershey position peaked at $2.14M in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.