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Opal Wealth Advisors’s Hershey HSY Stock Holding History

Opal Wealth Advisors’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 		$124K Buy
+595
New +$125K 0.03% 256
2025
Q3 		– Sell
-521
Closed -$86.5K – 346
2025
Q2 		$86.5K Buy
+521
New +$85.9K 0.02% 293
2024
Q3 		– Sell
-107
Closed -$19.7K – 632
2024
Q2 		$19.7K Buy
+107
New +$20.7K 0.01% 514

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

Opal Wealth Advisors's HSY Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Hershey (HSY) in Q1 2026: 595 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in HSY as recently as Q2 2025.

Opal Wealth Advisors first reported a position in HSY in Q2 2024 and has held it in 3 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Opal Wealth Advisors held 595 shares of Hershey worth $124K as of Q1 2026.
  • Hershey was a new Opal Wealth Advisors position in Q1 2026.
  • Hershey made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #256 holding.
  • Opal Wealth Advisors first reported a position in Hershey in Q2 2024 and has held it in 3 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.