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Abundance Wealth Counselors’s Hershey HSY Stock Holding History

Abundance Wealth Counselors’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
-1,333
Closed -$243K – 251
2025
Q4 		$243K Hold
1,333
– – 0.04% 151
2025
Q3 		$249K Hold
1,333
– – 0.04% 150
2025
Q2 		$221K Sell
1,333
-75
-5% -$12.4K 0.04% 156
2025
Q1 		$241K Buy
1,408
+48
+4% +$7.86K 0.05% 136
2024
Q4 		$230K Sell
1,360
-148
-10% -$26.5K 0.05% 136
2024
Q3 		$289K Buy
+1,508
New +$293K 0.06% 121
2024
Q2 		– Sell
-1,508
Closed -$293K – 94
2024
Q1 		$293K Sell
1,508
-183
-11% -$35.3K 0.07% 119
2023
Q4 		$315K Sell
1,691
-115
-6% -$21.8K 0.08% 116
2023
Q3 		$361K Buy
+1,806
New +$404K 0.1% 106
2023
Q2 		– Sell
-1,915
Closed -$487K – 94
2023
Q1 		$487K Hold
1,915
– – 0.12% 102
2022
Q4 		$443K Buy
+1,915
New +$442K 0.12% 100
2021
Q2 		– Sell
-33
Closed -$5K – 204
2021
Q1 		$5K Buy
+33
New +$4.97K ﹤0.01% 288

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

Abundance Wealth Counselors's HSY Position: Q1 2026 in Review

Abundance Wealth Counselors sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,333 shares — an estimated $243K sold.

Abundance Wealth Counselors first reported a position in HSY in Q1 2021 and held it in 12 quarters. The position peaked at $487K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Abundance Wealth Counselors reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Abundance Wealth Counselors sold 1,333 Hershey shares in Q1 2026, an estimated $243K.
  • Abundance Wealth Counselors first reported a position in Hershey in Q1 2021 and held it in 12 quarters.
  • Abundance Wealth Counselors's Hershey position peaked at $487K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.