Select Asset Management & Trust’s Hershey HSY Stock Holding History

Select Asset Management & 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	$915K	Hold	4,403	–	–	0.29%	28
2025 Q4	$801K	Hold	4,403	–	–	0.25%	30
2025 Q3	$824K	Hold	4,403	–	–	0.25%	33
2025 Q2	$731K	Hold	4,403	–	–	0.25%	34
2025 Q1	$753K	Hold	4,403	–	–	0.3%	32
2024 Q4	$746K	Buy	4,403 +3,153	+252%	+$565K	0.29%	31
2024 Q3	$240K	Hold	1,250	–	–	0.09%	58
2024 Q2	$230K	Hold	1,250	–	–	0.09%	57
2024 Q1	$243K	Hold	1,250	–	–	0.1%	58
2023 Q4	$233K	Hold	1,250	–	–	0.11%	58
2023 Q3	$250K	Hold	1,250	–	–	0.15%	53
2023 Q2	$312K	Hold	1,250	–	–	0.19%	49
2023 Q1	$318K	Hold	1,250	–	–	0.28%	44
2022 Q4	$289K	Hold	1,250	–	–	0.35%	41
2022 Q3	$276K	Hold	1,250	–	–	0.33%	44
2022 Q2	$269K	Hold	1,250	–	–	0.29%	45
2022 Q1	$271K	Hold	1,250	–	–	0.23%	51
2021 Q4	$242K	Hold	1,250	–	–	0.16%	60
2021 Q3	$212K	Hold	1,250	–	–	0.15%	59
2021 Q2	$218K	Buy	+1,250	New	+$211K	0.12%	64
2016 Q2	$758K	Buy	+6,681	New	+$625K	1.96%	15

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Select Asset Management & Trust's HSY Position: Q1 2026 in Review

Select Asset Management & Trust held its Hershey (HSY) position steady in Q1 2026 at 4,403 shares worth $915K. The position accounts for 0.29% of the portfolio, ranked #28.

Select Asset Management & Trust first reported a position in HSY in Q2 2016 and has held it in 21 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Select Asset Management & Trust held 4,403 shares of Hershey worth $915K as of Q1 2026.
Select Asset Management & Trust left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.29% of Select Asset Management & Trust's portfolio in Q1 2026, its #28 holding.
Select Asset Management & Trust first reported a position in Hershey in Q2 2016 and has held it in 21 quarters since.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.