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Sageworth Trust’s Hershey HSY Stock Holding History

Sageworth Trust’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 		$244K Buy
+1,174
New +$248K 0.01% 154
2025
Q4 		– Sell
-2,953
Closed -$552K – 199
2025
Q3 		$552K Buy
+2,953
New +$537K 0.03% 151

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

Sageworth Trust's HSY Position: Q1 2026 in Review

Sageworth Trust opened a new position in Hershey (HSY) in Q1 2026: 1,174 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Sageworth Trust previously reported a position in HSY as recently as Q3 2025.

Sageworth Trust first reported a position in HSY in Q3 2025 and has held it in 2 quarters since. The position peaked at $552K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Sageworth Trust held 1,174 shares of Hershey worth $244K as of Q1 2026.
  • Hershey was a new Sageworth Trust position in Q1 2026.
  • Hershey made up 0.01% of Sageworth Trust's portfolio in Q1 2026, its #154 holding.
  • Sageworth Trust first reported a position in Hershey in Q3 2025 and has held it in 2 quarters since.
  • Sageworth Trust's Hershey position peaked at $552K in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.