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Synergy Investment Management’s Hershey HSY Stock Holding History

Synergy Investment Management’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 		$9.48K Buy
53
+25
+89% +$4.71K ﹤0.01% 640
2026
Q1 		$5.82K Buy
+28
New +$5.91K ﹤0.01% 561
2025
Q2 		– Sell
-10
Closed -$1.71K – 291
2025
Q1 		$1.71K Hold
10
– – ﹤0.01% 551
2024
Q4 		$1.69K Buy
+10
New +$1.79K ﹤0.01% 577

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 $3.38T AUM 44.17% 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

Synergy Investment Management's HSY Position: Q2 2026 in Review

Synergy Investment Management increased its Hershey (HSY) stake by 89% in Q2 2026, buying an estimated $4.71K and bringing the position to 53 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Synergy Investment Management first reported a position in HSY in Q4 2024 and has held it in 4 quarters since. 1,416 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Synergy Investment Management held 53 shares of Hershey worth $9.48K as of Q2 2026.
  • Synergy Investment Management bought 25 Hershey shares in Q2 2026, an estimated $4.71K.
  • Hershey made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #640 holding.
  • Synergy Investment Management first reported a position in Hershey in Q4 2024 and has held it in 4 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.