Vestia Personal Wealth Advisors’s Hershey HSY Stock Holding History

Vestia Personal Wealth Advisors’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	$421K	Buy	2,024 +6	+0.3%	+$1.26K	0.2%	63
2025 Q4	$396K	Sell	2,018 -5	-0.2%	-$914	0.2%	61
2025 Q3	$378K	Buy	2,023 +2	+0.1%	+$363	0.22%	66
2025 Q2	$335K	Buy	2,021 +6	+0.3%	+$989	0.23%	65
2025 Q1	$345K	Buy	2,015 +14	+0.7%	+$2.29K	0.27%	54
2024 Q4	$339K	Buy	+2,001	New	+$359K	0.28%	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

Vestia Personal Wealth Advisors's HSY Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Hershey (HSY) stake by 0.3% in Q1 2026, buying an estimated $1.26K and bringing the position to 2,024 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #63.

Vestia Personal Wealth Advisors first reported a position in HSY in Q4 2024 and has held it in 6 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Vestia Personal Wealth Advisors held 2,024 shares of Hershey worth $421K as of Q1 2026.
Vestia Personal Wealth Advisors bought 6 Hershey shares in Q1 2026, an estimated $1.26K.
Hershey made up 0.2% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Vestia Personal Wealth Advisors first reported a position in Hershey in Q4 2024 and has held it in 6 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.