NW
HSY icon

NewEdge Wealth’s Hershey HSY Stock Holding History

NewEdge Wealth’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 		$1.68M Sell
8,092
-3,480
-30% -$734K 0.02% 484
2025
Q4 		$2.11M Buy
11,572
+3,659
+46% +$669K 0.02% 433
2025
Q3 		$1.34M Buy
7,913
+1,970
+33% +$358K 0.02% 492
2025
Q2 		$1.11M Sell
5,943
-106
-2% -$17.5K 0.02% 503
2025
Q1 		$1.03M Sell
6,049
-606
-9% -$99.2K 0.02% 477
2024
Q4 		$1.13M Sell
6,655
-1,794
-21% -$322K 0.02% 456
2024
Q3 		$1.62M Buy
8,449
+7,260
+611% +$1.41M 0.03% 380
2024
Q2 		$219K Sell
1,189
-133
-10% -$25.7K ﹤0.01% 713
2024
Q1 		$259K Buy
+1,322
New +$255K 0.01% 694
2023
Q4 		– Sell
-1,033
Closed -$207K – 748
2023
Q3 		$207K Hold
1,033
– – 0.01% 615
2023
Q2 		$258K Buy
1,033
+18
+2% +$4.72K 0.01% 564
2023
Q1 		$258K Buy
1,015
+54
+6% +$12.7K 0.01% 532
2022
Q4 		$223K Buy
+961
New +$222K 0.01% 501

Other funds holding HSY

BlackRock
BlackRock New York $5.72T 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 $570B 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

NewEdge Wealth's HSY Position: Q1 2026 in Review

NewEdge Wealth reduced its Hershey (HSY) stake by 30% in Q1 2026, selling an estimated $734K and leaving 8,092 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #484.

NewEdge Wealth first reported a position in HSY in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.11M in Q4 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • NewEdge Wealth held 8,092 shares of Hershey worth $1.68M as of Q1 2026.
  • NewEdge Wealth sold 3,480 Hershey shares in Q1 2026, an estimated $734K.
  • Hershey made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #484 holding.
  • NewEdge Wealth first reported a position in Hershey in Q4 2022 and has held it in 13 quarters since.
  • NewEdge Wealth's Hershey position peaked at $2.11M in Q4 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.