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 Q2	–	Sell	-1,174	Closed	-$244K	–	151
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sageworth Trust's HSY Position: Q2 2026 in Review

Sageworth Trust sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,174 shares — an estimated $244K sold.

Sageworth Trust first reported a position in HSY in Q3 2025 and held it in 2 quarters. The position peaked at $552K in Q3 2025. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Sageworth Trust reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Sageworth Trust sold 1,174 Hershey shares in Q2 2026, an estimated $244K.
Sageworth Trust first reported a position in Hershey in Q3 2025 and held it in 2 quarters.
Sageworth Trust's Hershey position peaked at $552K in Q3 2025.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.