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Western Wealth Management’s Hershey HSY Stock Holding History

Western Wealth 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
Q1 		$446K Buy
+2,144
New +$452K 0.02% 671
2023
Q3 		– Sell
-932
Closed -$233K – 664
2023
Q2 		$233K Sell
932
-700
-43% -$184K 0.02% 574
2023
Q1 		$415K Buy
+1,632
New +$383K 0.04% 421

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

Western Wealth Management's HSY Position: Q1 2026 in Review

Western Wealth Management opened a new position in Hershey (HSY) in Q1 2026: 2,144 shares worth $446K. The stake represents 0.02% of the portfolio and ranks #671 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in HSY as recently as Q2 2023.

Western Wealth Management first reported a position in HSY in Q1 2023 and has held it in 3 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Western Wealth Management held 2,144 shares of Hershey worth $446K as of Q1 2026.
  • Hershey was a new Western Wealth Management position in Q1 2026.
  • Hershey made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #671 holding.
  • Western Wealth Management first reported a position in Hershey in Q1 2023 and has held it in 3 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.