SHF
HSY icon

Safe Harbor Fiduciary’s Hershey HSY Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-333
Closed -$60.6K – 112
2025
Q4 		$60.6K Buy
+333
New +$60.9K 0.05% 94
2025
Q2 		$465K Buy
2,800
+273
+11% +$45K 0.44% 46
2025
Q1 		$432K Sell
2,527
-14
-0.6% -$2.29K 0.45% 53
2024
Q4 		$430K Buy
2,541
+95
+4% +$17K 0.44% 47
2024
Q3 		$469K Buy
+2,446
New +$475K 0.44% 49

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

Safe Harbor Fiduciary's HSY Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Hershey (HSY) in Q1 2026, closing a stake of 333 shares — an estimated $60.6K sold.

Safe Harbor Fiduciary first reported a position in HSY in Q3 2024 and held it in 5 quarters. The position peaked at $469K in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 333 Hershey shares in Q1 2026, an estimated $60.6K.
  • Safe Harbor Fiduciary first reported a position in Hershey in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Hershey position peaked at $469K in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.