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Rialto Wealth Management’s Hershey HSY Stock Holding History

Rialto Wealth Management’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 		$88.4K Buy
425
+5
+1% +$1.05K 0.02% 226
2025
Q4 		$76.4K Buy
420
+1
+0.2% +$183 0.02% 244
2025
Q3 		$78.4K Buy
419
+3
+0.7% +$545 0.02% 224
2025
Q2 		$69K Sell
416
-489
-54% -$80.6K 0.02% 238
2025
Q1 		$155K Sell
905
-400
-31% -$65.5K 0.05% 165
2024
Q4 		$221K Buy
+1,305
New +$234K 0.07% 144

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

Rialto Wealth Management's HSY Position: Q1 2026 in Review

Rialto Wealth Management increased its Hershey (HSY) stake by 1.2% in Q1 2026, buying an estimated $1.05K and bringing the position to 425 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #226.

Rialto Wealth Management first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. The position peaked at $221K in Q4 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Rialto Wealth Management held 425 shares of Hershey worth $88.4K as of Q1 2026.
  • Rialto Wealth Management bought 5 Hershey shares in Q1 2026, an estimated $1.05K.
  • Hershey made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Rialto Wealth Management first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Hershey position peaked at $221K in Q4 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.