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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
Q2 		$4.23M Buy
24,134
+3,139
+15% +$592K 0.02% 397
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 $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

NEOS Investment Management's HSY Position: Q2 2026 in Review

NEOS Investment Management increased its Hershey (HSY) stake by 15% in Q2 2026, buying an estimated $592K and bringing the position to 24,134 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #397.

NEOS Investment Management first reported a position in HSY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.36M in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • NEOS Investment Management held 24,134 shares of Hershey worth $4.23M as of Q2 2026.
  • NEOS Investment Management bought 3,139 Hershey shares in Q2 2026, an estimated $592K.
  • Hershey made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #397 holding.
  • NEOS Investment Management first reported a position in Hershey in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Hershey position peaked at $4.36M in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.