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Secure Asset Management’s Hershey HSY Stock Holding History

Secure 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 		– Sell
-1,164
Closed -$242K – 350
2026
Q1 		$242K Sell
1,164
-80
-6% -$16.9K 0.04% 277
2025
Q4 		$226K Buy
1,244
+172
+16% +$31.4K 0.04% 317
2025
Q3 		$202K Buy
+1,072
New +$195K 0.03% 298
2024
Q3 		– Sell
-1,108
Closed -$204K – 314
2024
Q2 		$204K Buy
+1,108
New +$214K 0.04% 272
2020
Q1 		– Sell
-1,866
Closed -$274K – 131
2019
Q4 		$274K Buy
+1,866
New +$277K 0.19% 125

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 $3.37T AUM 44.26% 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

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

Secure Asset Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,164 shares — an estimated $242K sold.

Secure Asset Management first reported a position in HSY in Q4 2019 and held it in 5 quarters. The position peaked at $274K in Q4 2019. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Secure Asset Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 1,164 Hershey shares in Q2 2026, an estimated $242K.
  • Secure Asset Management first reported a position in Hershey in Q4 2019 and held it in 5 quarters.
  • Secure Asset Management's Hershey position peaked at $274K in Q4 2019.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.