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SHP Wealth Management’s Hershey HSY Stock Holding History

SHP 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 		$65K Buy
312
+28
+10% +$5.91K ﹤0.01% 446
2025
Q4 		$51.8K Buy
+284
New +$51.9K ﹤0.01% 470

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Hershey (HSY) stake by 9.9% in Q1 2026, buying an estimated $5.91K and bringing the position to 312 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

SHP Wealth Management first reported a position in HSY in Q4 2025 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • SHP Wealth Management held 312 shares of Hershey worth $65K as of Q1 2026.
  • SHP Wealth Management bought 28 Hershey shares in Q1 2026, an estimated $5.91K.
  • Hershey made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #446 holding.
  • SHP Wealth Management first reported a position in Hershey in Q4 2025 and has held it in 2 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.