Principle Wealth Partners’s Hershey HSY Stock Holding History

Principle 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	$389K	Hold	1,869	–	–	0.02%	283
2025 Q4	$340K	Hold	1,869	–	–	0.02%	294
2025 Q3	$350K	Hold	1,869	–	–	0.02%	283
2025 Q2	$310K	Hold	1,869	–	–	0.02%	297
2025 Q1	$320K	Hold	1,869	–	–	0.02%	280
2024 Q4	$317K	Hold	1,869	–	–	0.02%	277
2024 Q3	$358K	Hold	1,869	–	–	0.03%	263
2024 Q2	$344K	Hold	1,869	–	–	0.03%	261
2024 Q1	$364K	Hold	1,869	–	–	0.03%	256
2023 Q4	$348K	Hold	1,869	–	–	0.03%	253
2023 Q3	$374K	Hold	1,869	–	–	0.04%	233
2023 Q2	$467K	Hold	1,869	–	–	0.05%	202
2023 Q1	$475K	Hold	1,869	–	–	0.05%	200
2022 Q4	$433K	Hold	1,869	–	–	0.05%	206
2022 Q3	$412	Hold	1,869	–	–	0.04%	200
2022 Q2	$402K	Sell	1,869 -109	-6%	-$23.8K	0.05%	212
2022 Q1	$428K	Buy	1,978 +1	+0.1%	+$203	0.05%	215
2021 Q4	$383K	Hold	1,977	–	–	0.04%	236
2021 Q3	$335K	Buy	1,977 +1	+0.1%	+$177	0.04%	237
2021 Q2	$344K	Hold	1,976	–	–	0.04%	233
2021 Q1	$312K	Buy	1,976 +1	+0.1%	+$151	0.04%	231
2020 Q4	$301K	Buy	+1,975	New	+$292K	0.04%	225
2020 Q3	–	Sell	-459	Closed	-$59K	–	272
2020 Q2	$59K	Buy	+459	New	+$61.7K	0.02%	261

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

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

Principle Wealth Partners held its Hershey (HSY) position steady in Q1 2026 at 1,869 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #283.

Principle Wealth Partners first reported a position in HSY in Q2 2020 and has held it in 23 quarters since. The position peaked at $475K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Principle Wealth Partners held 1,869 shares of Hershey worth $389K as of Q1 2026.
Principle Wealth Partners left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #283 holding.
Principle Wealth Partners first reported a position in Hershey in Q2 2020 and has held it in 23 quarters since.
Principle Wealth Partners's Hershey position peaked at $475K in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.