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Sendero Wealth Management’s Hershey HSY Stock Holding History

Sendero Wealth 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
Q1 		$216K Buy
+1,038
New +$219K 0.02% 197
2024
Q2 		– Sell
-1,036
Closed -$202K – 161
2024
Q1 		$202K Buy
+1,036
New +$200K 0.03% 154
2023
Q4 		– Sell
-1,036
Closed -$207K – 152
2023
Q3 		$207K Hold
1,036
– – 0.04% 150
2023
Q2 		$259K Buy
+1,036
New +$272K 0.06% 138

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

Sendero Wealth Management's HSY Position: Q1 2026 in Review

Sendero Wealth Management opened a new position in Hershey (HSY) in Q1 2026: 1,038 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Sendero Wealth Management previously reported a position in HSY as recently as Q1 2024.

Sendero Wealth Management first reported a position in HSY in Q2 2023 and has held it in 4 quarters since. The position peaked at $259K in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Sendero Wealth Management held 1,038 shares of Hershey worth $216K as of Q1 2026.
  • Hershey was a new Sendero Wealth Management position in Q1 2026.
  • Hershey made up 0.02% of Sendero Wealth Management's portfolio in Q1 2026, its #197 holding.
  • Sendero Wealth Management first reported a position in Hershey in Q2 2023 and has held it in 4 quarters since.
  • Sendero Wealth Management's Hershey position peaked at $259K in Q2 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.