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Satovsky Asset Management’s Hershey HSY Stock Holding History

Satovsky Asset Management’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 		$439K Hold
2,504
– – 0.07% 42
2026
Q1 		$520K Sell
2,504
-90
-3% -$19K 0.09% 34
2025
Q4 		$472K Hold
2,594
– – 0.09% 32
2025
Q3 		$485K Hold
2,594
– – 0.1% 28
2025
Q2 		$430K Buy
+2,594
New +$428K 0.09% 29

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Satovsky Asset Management's HSY Position: Q2 2026 in Review

Satovsky Asset Management held its Hershey (HSY) position steady in Q2 2026 at 2,504 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #42.

Satovsky Asset Management first reported a position in HSY in Q2 2025 and has held it in 5 quarters since. The position peaked at $520K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Satovsky Asset Management held 2,504 shares of Hershey worth $439K as of Q2 2026.
  • Satovsky Asset Management left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.07% of Satovsky Asset Management's portfolio in Q2 2026, its #42 holding.
  • Satovsky Asset Management first reported a position in Hershey in Q2 2025 and has held it in 5 quarters since.
  • Satovsky Asset Management's Hershey position peaked at $520K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.