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Significant Wealth Partners’s Hershey HSY Stock Holding History

Significant Wealth Partners’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 		$360K Buy
2,051
+60
+3% +$11.3K 0.39% 69
2026
Q1 		$414K Buy
1,991
+2
+0.1% +$422 0.51% 58
2025
Q4 		$362K Sell
1,989
-2,318
-54% -$424K 0.4% 36
2025
Q3 		$806K Buy
4,307
+554
+15% +$101K 0.39% 22
2025
Q2 		$623K Buy
3,753
+147
+4% +$24.2K 0.31% 26
2025
Q1 		$617K Buy
3,606
+593
+20% +$97.1K 0.32% 20
2024
Q4 		$510K Buy
3,013
+1,660
+123% +$298K 0.26% 24
2024
Q3 		$260K Buy
1,353
+241
+22% +$46.8K 0.13% 58
2024
Q2 		$204K Sell
1,112
-5,345
-83% -$1.03M 0.11% 62
2024
Q1 		$1.26M Sell
6,457
-2,442
-27% -$471K 0.82% 37
2023
Q4 		$1.66M Buy
+8,899
New +$1.69M 1.21% 23

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

Significant Wealth Partners's HSY Position: Q2 2026 in Review

Significant Wealth Partners increased its Hershey (HSY) stake by 3% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,051 shares worth $360K. The position accounts for 0.39% of the portfolio, ranked #69.

Significant Wealth Partners first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2023. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Significant Wealth Partners held 2,051 shares of Hershey worth $360K as of Q2 2026.
  • Significant Wealth Partners bought 60 Hershey shares in Q2 2026, an estimated $11.3K.
  • Hershey made up 0.39% of Significant Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Significant Wealth Partners first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Significant Wealth Partners's Hershey position peaked at $1.66M in Q4 2023.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.