Massachusetts Wealth Management’s Hershey HSY Stock Holding History

Massachusetts 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	$1.31M	Hold	6,295	–	–	0.57%	63
2025 Q4	$1.15M	Buy	6,295 +123	+2%	+$22.5K	0.53%	69
2025 Q3	$1.15M	Buy	6,172 +40	+0.7%	+$7.27K	0.57%	67
2025 Q2	$1.02M	Buy	6,132 +175	+3%	+$28.8K	0.57%	67
2025 Q1	$1.02M	Sell	5,957 -50	-0.8%	-$8.19K	0.7%	61
2024 Q4	$1.02M	Hold	6,007	–	–	0.63%	65
2024 Q3	$1.15M	Buy	6,007 +75	+1%	+$14.6K	0.73%	58
2024 Q2	$1.09M	Buy	5,932 +90	+2%	+$17.4K	0.73%	54
2024 Q1	$1.14M	Buy	5,842 +50	+0.9%	+$9.64K	0.8%	54
2023 Q4	$1.08M	Sell	5,792 -168	-3%	-$31.8K	0.87%	47
2023 Q3	$1.19M	Sell	5,960 -200	-3%	-$44.8K	1.09%	40
2023 Q2	$1.54M	Buy	6,160 +15	+0.2%	+$3.93K	1.47%	24
2023 Q1	$1.56M	Sell	6,145 -350	-5%	-$82.2K	1.61%	23
2022 Q4	$1.46M	Buy	+6,495	New	+$1.5M	1.41%	27

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

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

Massachusetts Wealth Management held its Hershey (HSY) position steady in Q1 2026 at 6,295 shares worth $1.31M. The position accounts for 0.57% of the portfolio, ranked #63.

Massachusetts Wealth Management first reported a position in HSY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Massachusetts Wealth Management held 6,295 shares of Hershey worth $1.31M as of Q1 2026.
Massachusetts Wealth Management left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.57% of Massachusetts Wealth Management's portfolio in Q1 2026, its #63 holding.
Massachusetts Wealth Management first reported a position in Hershey in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's Hershey position peaked at $1.56M in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.