Modera Wealth Management’s Hershey HSY Stock Holding History

Modera 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	$988K	Sell	4,751 -766	-14%	-$162K	0.01%	333
2025 Q4	$1M	Sell	5,517 -30	-0.5%	-$5.48K	0.01%	335
2025 Q3	$1.04M	Sell	5,547 -1,383	-20%	-$251K	0.01%	331
2025 Q2	$1.15M	Sell	6,930 -199	-3%	-$32.8K	0.01%	314
2025 Q1	$1.22M	Sell	7,129 -725	-9%	-$119K	0.02%	301
2024 Q4	$1.33M	Sell	7,854 -291	-4%	-$52.2K	0.02%	290
2024 Q3	$1.56M	Hold	8,145	–	–	0.02%	259
2024 Q2	$1.5M	Sell	8,145 -119	-1%	-$23K	0.02%	255
2024 Q1	$1.61M	Sell	8,264 -84	-1%	-$16.2K	0.02%	249
2023 Q4	$1.56M	Sell	8,348 -85	-1%	-$16.1K	0.03%	242
2023 Q3	$1.69M	Buy	8,433 +598	+8%	+$134K	0.03%	231
2023 Q2	$1.96M	Buy	7,835 +3,332	+74%	+$874K	0.04%	226
2023 Q1	$1.15M	Buy	4,503 +120	+3%	+$28.2K	0.04%	143
2022 Q4	$1.01M	Buy	4,383 +143	+3%	+$33K	0.04%	152
2022 Q3	$935K	Buy	4,240 +9	+0.2%	+$2.02K	0.05%	141
2022 Q2	$910K	Sell	4,231 -9	-0.2%	-$1.96K	0.04%	150
2022 Q1	$919K	Buy	4,240 +549	+15%	+$112K	0.04%	161
2021 Q4	$714K	Buy	3,691 +41	+1%	+$7.42K	0.03%	215
2021 Q3	$618K	Hold	3,650	–	–	0.03%	139
2021 Q2	$636K	Hold	3,650	–	–	0.03%	132
2021 Q1	$577K	Hold	3,650	–	–	0.04%	130
2020 Q4	$556K	Buy	3,650 +841	+30%	+$124K	0.04%	129
2020 Q3	$403K	Sell	2,809 -2	-0.1%	-$284	0.06%	100
2020 Q2	$364K	Sell	2,811 -13	-0.5%	-$1.75K	0.06%	103
2020 Q1	$374K	Sell	2,824 -87	-3%	-$12.8K	0.08%	98
2019 Q4	$428K	Hold	2,911	–	–	0.07%	86
2019 Q3	$451K	Hold	2,911	–	–	0.07%	80
2019 Q2	$390K	Hold	2,911	–	–	0.07%	89
2019 Q1	$334K	Hold	2,911	–	–	0.06%	96
2018 Q4	$312K	Hold	2,911	–	–	0.06%	93
2018 Q3	$297K	Hold	2,911	–	–	0.06%	104
2018 Q2	$271K	Sell	2,911 -19	-0.6%	-$1.77K	0.06%	111
2018 Q1	$290K	Hold	2,930	–	–	0.06%	97
2017 Q4	$333K	Hold	2,930	–	–	0.07%	91
2017 Q3	$320K	Hold	2,930	–	–	0.07%	93
2017 Q2	$315K	Buy	2,930 +100	+4%	+$11K	0.08%	85
2017 Q1	$309K	Hold	2,830	–	–	0.08%	92
2016 Q4	$293K	Hold	2,830	–	–	0.1%	87
2016 Q3	$271K	Hold	2,830	–	–	0.09%	88
2016 Q2	$321K	Sell	2,830 -939	-25%	-$87.9K	0.11%	75
2016 Q1	$347K	Hold	3,769	–	–	0.12%	72
2015 Q4	$336K	Hold	3,769	–	–	0.13%	54
2015 Q3	$346K	Sell	3,769 -112	-3%	-$10.2K	0.14%	48
2015 Q2	$345K	Sell	3,881 -14	-0.4%	-$1.32K	0.14%	55
2015 Q1	$393K	Buy	3,895 +33	+0.9%	+$3.44K	0.15%	50
2014 Q4	$401K	Sell	3,862 -200	-5%	-$19.5K	0.16%	51
2014 Q3	$388K	Buy	4,062 +1,139	+39%	+$105K	0.16%	51
2014 Q2	$285K	Hold	2,923	–	–	0.13%	50
2014 Q1	$305K	Sell	2,923 -30	-1%	-$3.07K	0.12%	46
2013 Q4	$287K	Buy	2,953 +30	+1%	+$2.88K	0.11%	69
2013 Q3	$270K	Sell	2,923 -334	-10%	-$31.1K	0.13%	47
2013 Q2	$291K	Buy	+3,257	New	+$288K	0.15%	40

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

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

Modera Wealth Management reduced its Hershey (HSY) stake by 14% in Q1 2026, selling an estimated $162K and leaving 4,751 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #333.

Modera Wealth Management first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.96M in Q2 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Modera Wealth Management held 4,751 shares of Hershey worth $988K as of Q1 2026.
Modera Wealth Management sold 766 Hershey shares in Q1 2026, an estimated $162K.
Hershey made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #333 holding.
Modera Wealth Management first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
Modera Wealth Management's Hershey position peaked at $1.96M in Q2 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.