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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
Q2 		$1.1M Hold
6,295
– – 0.42% 71
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
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

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

Massachusetts Wealth Management held its Hershey (HSY) position steady in Q2 2026 at 6,295 shares worth $1.1M. The position accounts for 0.42% of the portfolio, ranked #71.

Massachusetts Wealth Management first reported a position in HSY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q1 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Massachusetts Wealth Management held 6,295 shares of Hershey worth $1.1M as of Q2 2026.
  • Massachusetts Wealth Management left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.42% of Massachusetts Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Massachusetts Wealth Management first reported a position in Hershey in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Hershey position peaked at $1.56M in Q1 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.