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Sunrise Financial Services’s Hershey HSY Stock Holding History

Sunrise Financial Services’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 		$1.4K Sell
8
-9
-53% -$1.7K ﹤0.01% 451
2026
Q1 		$3.53K Buy
17
+9
+113% +$1.9K ﹤0.01% 317
2025
Q4 		$1.46K Buy
+8
New +$1.46K ﹤0.01% 415

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

Sunrise Financial Services's HSY Position: Q2 2026 in Review

Sunrise Financial Services reduced its Hershey (HSY) stake by 53% in Q2 2026, selling an estimated $1.7K and leaving 8 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Sunrise Financial Services first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.53K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sunrise Financial Services held 8 shares of Hershey worth $1.4K as of Q2 2026.
  • Sunrise Financial Services sold 9 Hershey shares in Q2 2026, an estimated $1.7K.
  • Hershey made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #451 holding.
  • Sunrise Financial Services first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Hershey position peaked at $3.53K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.