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Simplicity Wealth’s Hershey HSY Stock Holding History

Simplicity Wealth’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 		$288K Sell
1,384
-56
-4% -$11.8K 0.02% 608
2025
Q4 		$262K Sell
1,440
-163
-10% -$29.8K 0.02% 604
2025
Q3 		$300K Buy
+1,603
New +$291K 0.02% 565
2025
Q1 		– Sell
-1,469
Closed -$249K – 584
2024
Q4 		$249K Sell
1,469
-2,442
-62% -$438K 0.05% 262
2024
Q3 		$750K Sell
3,911
-1,625
-29% -$316K 0.07% 231
2024
Q2 		$1.02M Buy
5,536
+3,581
+183% +$693K 0.02% 522
2024
Q1 		$380K Buy
+1,955
New +$377K 0.01% 837

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

Simplicity Wealth's HSY Position: Q1 2026 in Review

Simplicity Wealth reduced its Hershey (HSY) stake by 3.9% in Q1 2026, selling an estimated $11.8K and leaving 1,384 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #608.

Simplicity Wealth first reported a position in HSY in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Simplicity Wealth held 1,384 shares of Hershey worth $288K as of Q1 2026.
  • Simplicity Wealth sold 56 Hershey shares in Q1 2026, an estimated $11.8K.
  • Hershey made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #608 holding.
  • Simplicity Wealth first reported a position in Hershey in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Hershey position peaked at $1.02M in Q2 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.