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Integrated Wealth Concepts’s Hershey HSY Stock Holding History

Integrated Wealth Concepts’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 		$2.04M Buy
+9,824
New +$2.07M 0.02% 734
2025
Q4 		– Sell
-5,520
Closed -$1.03M – 1813
2025
Q3 		$1.03M Sell
5,520
-388
-7% -$70.5K 0.01% 963
2025
Q2 		$980K Sell
5,908
-2,289
-28% -$377K 0.01% 926
2025
Q1 		$1.4M Sell
8,197
-419
-5% -$68.6K 0.02% 683
2024
Q4 		$1.46M Sell
8,616
-2,457
-22% -$441K 0.02% 663
2024
Q3 		$2.12M Buy
11,073
+3,647
+49% +$709K 0.03% 527
2024
Q2 		$1.37M Buy
7,426
+880
+13% +$170K 0.02% 625
2024
Q1 		$1.27M Sell
6,546
-1,538
-19% -$297K 0.02% 665
2023
Q4 		$1.51M Buy
8,084
+1,670
+26% +$316K 0.02% 578
2023
Q3 		$1.28M Sell
6,414
-1,224
-16% -$274K 0.02% 593
2023
Q2 		$1.91M Buy
7,638
+4,466
+141% +$1.17M 0.03% 478
2023
Q1 		$807K Buy
3,172
+1,273
+67% +$299K 0.02% 694
2022
Q4 		$440K Sell
1,899
-82
-4% -$18.9K 0.01% 693
2022
Q3 		$437K Buy
1,981
+752
+61% +$169K 0.01% 631
2022
Q2 		$264K Buy
1,229
+12
+1% +$2.62K 0.01% 797
2022
Q1 		$264K Sell
1,217
-92
-7% -$18.7K 0.01% 784
2021
Q4 		$253K Buy
1,309
+2
+0.2% +$362 0.01% 852
2021
Q3 		$221K Buy
+1,307
New +$231K 0.01% 854

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

Integrated Wealth Concepts's HSY Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Hershey (HSY) in Q1 2026: 9,824 shares worth $2.04M. The stake represents 0.02% of the portfolio and ranks #734 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in HSY as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in HSY in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Integrated Wealth Concepts held 9,824 shares of Hershey worth $2.04M as of Q1 2026.
  • Hershey was a new Integrated Wealth Concepts position in Q1 2026.
  • Hershey made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #734 holding.
  • Integrated Wealth Concepts first reported a position in Hershey in Q3 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's Hershey position peaked at $2.12M in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.