NIM
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NEOS Investment Management’s Hershey HSY Stock Holding History

NEOS Investment 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 		$4.36M Buy
20,995
+4,807
+30% +$1.01M 0.02% 360
2025
Q4 		$2.95M Buy
16,188
+2,489
+18% +$455K 0.02% 419
2025
Q3 		$2.56M Buy
13,699
+4,584
+50% +$833K 0.02% 401
2025
Q2 		$1.51M Buy
9,115
+1,789
+24% +$295K 0.02% 417
2025
Q1 		$1.25M Buy
7,326
+1,253
+21% +$205K 0.02% 406
2024
Q4 		$1.03M Buy
6,073
+1,238
+26% +$222K 0.02% 405
2024
Q3 		$927K Buy
4,835
+812
+20% +$158K 0.03% 388
2024
Q2 		$740K Buy
4,023
+996
+33% +$193K 0.03% 377
2024
Q1 		$589K Buy
3,027
+906
+43% +$175K 0.04% 349
2023
Q4 		$395K Buy
2,121
+630
+42% +$119K 0.04% 326
2023
Q3 		$298K Buy
+1,491
New +$334K 0.04% 281

Other funds holding HSY

BlackRock
BlackRock New York $5.7T 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 $528B 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