Measured Wealth Private Client Group’s Hershey HSY Stock Holding History

Measured Wealth Private Client Group’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	$33K	Hold	188	–	–	0.01%	391
2026 Q1	$39.1K	Hold	188	–	–	0.01%	331
2025 Q4	$34.2K	Hold	188	–	–	0.01%	363
2025 Q3	$35.2K	Buy	+188	New	+$34.2K	0.01%	349
2018 Q4	–	Sell	-1,008	Closed	-$102K	–	372
2018 Q3	$102K	Buy	+1,008	New	+$99.6K	0.06%	232

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Measured Wealth Private Client Group's HSY Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Hershey (HSY) position steady in Q2 2026 at 188 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #391.

Measured Wealth Private Client Group first reported a position in HSY in Q3 2018 and has held it in 5 quarters since. The position peaked at $102K in Q3 2018. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Measured Wealth Private Client Group held 188 shares of Hershey worth $33K as of Q2 2026.
Measured Wealth Private Client Group left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #391 holding.
Measured Wealth Private Client Group first reported a position in Hershey in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Hershey position peaked at $102K in Q3 2018.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.