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RWA Wealth Partners’s Hershey HSY Stock Holding History

RWA 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 		$1.55M Buy
7,474
+1,031
+16% +$217K 0.02% 286
2025
Q4 		$1.17M Buy
6,443
+27
+0.4% +$4.94K 0.01% 331
2025
Q3 		$1.2M Sell
6,416
-459
-7% -$83.4K 0.01% 323
2025
Q2 		$1.14M Buy
6,875
+248
+4% +$40.9K 0.01% 307
2025
Q1 		$1.13M Sell
6,627
-175
-3% -$28.7K 0.01% 300
2024
Q4 		$1.15M Sell
6,802
-1,087
-14% -$195K 0.01% 302
2024
Q3 		$1.51M Buy
7,889
+56
+0.7% +$10.9K 0.02% 272
2024
Q2 		$1.44M Buy
7,833
+536
+7% +$104K 0.02% 265
2024
Q1 		$1.42M Sell
7,297
-358
-5% -$69.1K 0.02% 266
2023
Q4 		$1.43M Buy
7,655
+6,180
+419% +$1.17M 0.02% 257
2023
Q3 		$295K Buy
1,475
+95
+7% +$21.3K 0.01% 325
2023
Q2 		$345K Buy
+1,380
New +$362K 0.01% 265
2018
Q3 		– Sell
-157
Closed -$15K – 451
2018
Q2 		$15K Buy
157
+32
+26% +$2.98K ﹤0.01% 567
2018
Q1 		$12K Buy
+125
New +$12.9K ﹤0.01% 442

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

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

RWA Wealth Partners increased its Hershey (HSY) stake by 16% in Q1 2026, buying an estimated $217K and bringing the position to 7,474 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #286.

RWA Wealth Partners first reported a position in HSY in Q1 2018 and has held it in 14 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • RWA Wealth Partners held 7,474 shares of Hershey worth $1.55M as of Q1 2026.
  • RWA Wealth Partners bought 1,031 Hershey shares in Q1 2026, an estimated $217K.
  • Hershey made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #286 holding.
  • RWA Wealth Partners first reported a position in Hershey in Q1 2018 and has held it in 14 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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