SMA
HSY icon

Sage Mountain Advisors’s Hershey HSY Stock Holding History

Sage Mountain Advisors’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
-1,987
Closed -$362K – 422
2025
Q4 		$362K Buy
1,987
+107
+6% +$19.6K 0.02% 348
2025
Q3 		$352K Buy
1,880
+419
+29% +$76.1K 0.02% 344
2025
Q2 		$242K Buy
+1,461
New +$241K 0.02% 369

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

Sage Mountain Advisors's HSY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,987 shares — an estimated $362K sold.

Sage Mountain Advisors first reported a position in HSY in Q2 2025 and held it in 3 quarters. The position peaked at $362K in Q4 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,987 Hershey shares in Q1 2026, an estimated $362K.
  • Sage Mountain Advisors first reported a position in Hershey in Q2 2025 and held it in 3 quarters.
  • Sage Mountain Advisors's Hershey position peaked at $362K in Q4 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.