Strategic Wealth Partners’s Hershey HSY Stock Holding History

Strategic 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 Q1	$198K	Sell	953 -92	-9%	-$19.4K	0.01%	305
2025 Q4	$190K	Buy	1,045 +191	+22%	+$34.9K	0.01%	317
2025 Q3	$160K	Sell	854 -204	-19%	-$37.1K	0.01%	366
2025 Q2	$176K	Buy	+1,058	New	+$174K	0.01%	332
2024 Q4	$310K	Sell	1,929 -24,811	-93%	-$4.45M	0.03%	258
2024 Q3	$5.13M	Buy	26,740 +714	+3%	+$139K	0.49%	66
2024 Q2	$4.78M	Buy	+26,026	New	+$5.04M	0.5%	70
2022 Q1	–	Sell	-15,453	Closed	-$2.99M	–	274
2021 Q4	$2.99M	Buy	+15,453	New	+$2.8M	0.57%	56

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Wealth Partners's HSY Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Hershey (HSY) stake by 8.8% in Q1 2026, selling an estimated $19.4K and leaving 953 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #305.

Strategic Wealth Partners first reported a position in HSY in Q4 2021 and has held it in 8 quarters since. The position peaked at $5.13M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Strategic Wealth Partners held 953 shares of Hershey worth $198K as of Q1 2026.
Strategic Wealth Partners sold 92 Hershey shares in Q1 2026, an estimated $19.4K.
Hershey made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #305 holding.
Strategic Wealth Partners first reported a position in Hershey in Q4 2021 and has held it in 8 quarters since.
Strategic Wealth Partners's Hershey position peaked at $5.13M in Q3 2024.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.