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Synergy Financial Group’s Hershey HSY Stock Holding History

Synergy Financial Group’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 		– Sell
-1,107
Closed -$201K – 126
2025
Q4 		$201K Sell
1,107
-145
-12% -$26.5K 0.14% 114
2025
Q3 		$234K Sell
1,252
-2
-0.2% -$363 0.16% 106
2025
Q2 		$208K Buy
1,254
+2
+0.2% +$330 0.15% 108
2025
Q1 		$214K Buy
+1,252
New +$205K 0.19% 102

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

Synergy Financial Group's HSY Position: Q1 2026 in Review

Synergy Financial Group sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,107 shares — an estimated $201K sold.

Synergy Financial Group first reported a position in HSY in Q1 2025 and held it in 4 quarters. The position peaked at $234K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Synergy Financial Group reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Synergy Financial Group sold 1,107 Hershey shares in Q1 2026, an estimated $201K.
  • Synergy Financial Group first reported a position in Hershey in Q1 2025 and held it in 4 quarters.
  • Synergy Financial Group's Hershey position peaked at $234K in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.