Obermeyer Wealth Partners’s Hershey HSY Stock Holding History

Obermeyer Wealth Partners’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	$555K	Hold	2,671	–	–	0.03%	164
2025 Q4	$486K	Hold	2,671	–	–	0.02%	173
2025 Q3	$500K	Hold	2,671	–	–	0.02%	171
2025 Q2	$443K	Sell	2,671 -189	-7%	-$31.2K	0.02%	170
2025 Q1	$489K	Sell	2,860 -28	-1%	-$4.58K	0.03%	154
2024 Q4	$489K	Buy	2,888 +28	+1%	+$5.02K	0.03%	155
2024 Q3	$549K	Buy	2,860 +350	+14%	+$68K	0.03%	147
2024 Q2	$461K	Sell	2,510 -25	-1%	-$4.84K	0.03%	153
2024 Q1	$493K	Sell	2,535 -16	-0.6%	-$3.09K	0.03%	142
2023 Q4	$476K	Sell	2,551 -29	-1%	-$5.5K	0.03%	119
2023 Q3	$516K	Hold	2,580	–	–	0.04%	110
2023 Q2	$644K	Hold	2,580	–	–	0.05%	101
2023 Q1	$656K	Hold	2,580	–	–	0.05%	98
2022 Q4	$597K	Hold	2,580	–	–	0.05%	103
2022 Q3	$569K	Sell	2,580 -2,125	-45%	-$476K	0.05%	101
2022 Q2	$1.01M	Hold	4,705	–	–	0.07%	69
2022 Q1	$1.02M	Hold	4,705	–	–	0.06%	72
2021 Q4	$910K	Hold	4,705	–	–	0.05%	82
2021 Q3	$796K	Sell	4,705 -9	-0.2%	-$1.59K	0.04%	85
2021 Q2	$821K	Hold	4,714	–	–	0.05%	93
2021 Q1	$746K	Sell	4,714 -26	-0.5%	-$3.92K	0.05%	97
2020 Q4	$722K	Hold	4,740	–	–	0.05%	69
2020 Q3	$679K	Hold	4,740	–	–	0.05%	67
2020 Q2	$614K	Buy	4,740 +830	+21%	+$112K	0.05%	65
2020 Q1	$518K	Hold	3,910	–	–	0.06%	64
2019 Q4	$575K	Sell	3,910 -3	-0.1%	-$445	0.05%	74
2019 Q3	$606K	Sell	3,913 -97	-2%	-$14.6K	0.06%	68
2019 Q2	$537K	Sell	4,010 -150	-4%	-$19.1K	0.05%	74
2019 Q1	$478K	Buy	4,160 +1,000	+32%	+$109K	0.04%	79
2018 Q4	$339K	Sell	3,160 -1,440	-31%	-$153K	0.03%	89
2018 Q3	$469K	Sell	4,600 -685	-13%	-$67.7K	0.04%	80
2018 Q2	$492K	Sell	5,285 -525	-9%	-$49K	0.04%	71
2018 Q1	$575K	Sell	5,810 -515	-8%	-$53.2K	0.05%	71
2017 Q4	$718K	Hold	6,325	–	–	0.06%	69
2017 Q3	$691K	Sell	6,325 -19	-0.3%	-$2.02K	0.06%	69
2017 Q2	$681K	Buy	6,344 +19	+0.3%	+$2.1K	0.06%	71
2017 Q1	$691K	Buy	6,325 +1,615	+34%	+$173K	0.06%	65
2016 Q4	$487K	Sell	4,710 -825	-15%	-$81.5K	0.05%	82
2016 Q3	$529K	Sell	5,535 -210	-4%	-$22.2K	0.05%	76
2016 Q2	$652K	Buy	5,745 +210	+4%	+$19.7K	0.06%	63
2016 Q1	$510K	Buy	5,535 +175	+3%	+$15.6K	0.05%	73
2015 Q4	$478K	Sell	5,360 -300	-5%	-$26.9K	0.04%	75
2015 Q3	$520K	Sell	5,660 -215	-4%	-$19.6K	0.05%	68
2015 Q2	$522K	Sell	5,875 -300	-5%	-$28.3K	0.04%	78
2015 Q1	$623K	Buy	6,175 +300	+5%	+$31.3K	0.05%	80
2014 Q4	$611K	Buy	5,875 +605	+11%	+$58.9K	0.06%	87
2014 Q3	$503K	Hold	5,270	–	–	0.12%	39
2014 Q2	$513K	Buy	5,270 +100	+2%	+$9.81K	0.12%	39
2014 Q1	$540K	Sell	5,170 -660	-11%	-$67.5K	0.13%	39
2013 Q4	$567K	Sell	5,830 -175	-3%	-$16.8K	0.14%	40
2013 Q3	$555K	Sell	6,005 -10	-0.2%	-$932	0.16%	40
2013 Q2	$537K	Buy	+6,015	New	+$531K	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

Obermeyer Wealth Partners's HSY Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Hershey (HSY) position steady in Q1 2026 at 2,671 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #164.

Obermeyer Wealth Partners first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.02M in Q1 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Obermeyer Wealth Partners held 2,671 shares of Hershey worth $555K as of Q1 2026.
Obermeyer Wealth Partners left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #164 holding.
Obermeyer Wealth Partners first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
Obermeyer Wealth Partners's Hershey position peaked at $1.02M in Q1 2022.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.