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Wealth Enhancement Trust Services’s Hershey HSY Stock Holding History

Wealth Enhancement Trust 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 		$39.3K Buy
224
+177
+377% +$33.4K ﹤0.01% 530
2026
Q1 		$9.77K Hold
47
– – ﹤0.01% 593
2025
Q4 		$8.55K Buy
+47
New +$8.59K ﹤0.01% 576

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Enhancement Trust Services's HSY Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Hershey (HSY) stake by 377% in Q2 2026, buying an estimated $33.4K and bringing the position to 224 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Wealth Enhancement Trust Services first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Wealth Enhancement Trust Services held 224 shares of Hershey worth $39.3K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 177 Hershey shares in Q2 2026, an estimated $33.4K.
  • Hershey made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #530 holding.
  • Wealth Enhancement Trust Services first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.