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Prestige Wealth Management Group’s Hershey HSY Stock Holding History

Prestige Wealth Management Group’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 		$14.7K Buy
84
+6
+8% +$1.13K ﹤0.01% 394
2026
Q1 		$16.2K Hold
78
– – ﹤0.01% 361
2025
Q4 		$14.2K Hold
78
– – ﹤0.01% 392
2025
Q3 		$14.6K Hold
78
– – ﹤0.01% 391
2025
Q2 		$12.9K Hold
78
– – ﹤0.01% 396
2025
Q1 		$13.3K Hold
78
– – ﹤0.01% 397
2024
Q4 		$13.2K Hold
78
– – ﹤0.01% 417
2024
Q3 		$15K Hold
78
– – ﹤0.01% 389
2024
Q2 		$14.3K Sell
78
-43
-36% -$8.32K ﹤0.01% 358
2024
Q1 		$23.5K Sell
121
-70
-37% -$13.5K 0.01% 331
2023
Q4 		$35.6K Hold
191
– – 0.01% 276
2023
Q3 		$38.2K Sell
191
-1
-0.5% -$224 0.01% 265
2023
Q2 		$47.9K Sell
192
-853
-82% -$224K 0.01% 264
2023
Q1 		$266K Buy
1,045
+851
+439% +$200K 0.07% 133
2022
Q4 		$44.9K Sell
194
-765
-80% -$176K 0.01% 264
2022
Q3 		$212K Buy
959
+172
+22% +$38.5K 0.06% 132
2022
Q2 		$170K Buy
787
+16
+2% +$3.49K 0.05% 143
2022
Q1 		$167K Buy
771
+569
+282% +$116K 0.04% 151
2021
Q4 		$39K Sell
202
-11
-5% -$1.99K 0.01% 287
2021
Q3 		$36K Hold
213
– – 0.01% 290
2021
Q2 		$37K Sell
213
-16
-7% -$2.69K 0.01% 274
2021
Q1 		$37K Buy
229
+63
+38% +$9.49K 0.01% 280
2020
Q4 		$25K Sell
166
-385
-70% -$57K 0.01% 320
2020
Q3 		$79K Buy
551
+175
+47% +$24.8K 0.02% 196
2020
Q2 		$49K Sell
376
-134
-26% -$18K 0.02% 229
2020
Q1 		$68K Buy
510
+496
+3,543% +$73.2K 0.03% 150
2019
Q4 		$2K Sell
14
-24
-63% -$3.56K ﹤0.01% 501
2019
Q3 		$6K Buy
+38
New +$5.74K ﹤0.01% 387
2019
Q1 		– Sell
-186
Closed -$20K – 786
2018
Q4 		$20K Buy
+186
New +$19.8K 0.01% 304

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 $3.38T AUM 44.17% 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

Prestige Wealth Management Group's HSY Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Hershey (HSY) stake by 7.7% in Q2 2026, buying an estimated $1.13K and bringing the position to 84 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Prestige Wealth Management Group first reported a position in HSY in Q4 2018 and has held it in 29 quarters since. The position peaked at $266K in Q1 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Prestige Wealth Management Group held 84 shares of Hershey worth $14.7K as of Q2 2026.
  • Prestige Wealth Management Group bought 6 Hershey shares in Q2 2026, an estimated $1.13K.
  • Hershey made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #394 holding.
  • Prestige Wealth Management Group first reported a position in Hershey in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's Hershey position peaked at $266K in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.