IFWM
HSY icon

Institute for Wealth Management’s Hershey HSY Stock Holding History

Institute for 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 		$22.1K Buy
+126
New +$23.8K ﹤0.01% 1102

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Institute for Wealth Management's HSY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Hershey (HSY) in Q2 2026: 126 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

889 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Institute for Wealth Management held 126 shares of Hershey worth $22.1K as of Q2 2026.
  • Hershey was a new Institute for Wealth Management position in Q2 2026.
  • Hershey made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1102 holding.
  • 889 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.