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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
Q2 		– Sell
-1,038
Closed -$216K – 218
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 $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

Sendero Wealth Management's HSY Position: Q2 2026 in Review

Sendero Wealth Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,038 shares — an estimated $216K sold.

Sendero Wealth Management first reported a position in HSY in Q2 2023 and held it in 4 quarters. The position peaked at $259K in Q2 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sendero Wealth Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 1,038 Hershey shares in Q2 2026, an estimated $216K.
  • Sendero Wealth Management first reported a position in Hershey in Q2 2023 and held it in 4 quarters.
  • Sendero Wealth Management's Hershey position peaked at $259K in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.