Accurate Wealth Management
HSY icon

Accurate Wealth Management’s Hershey HSY Stock Holding History

Accurate 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
Q3 		$554K Buy
3,395
+288
+9% +$50.7K 0.05% 352
2026
Q2 		$540K Buy
3,107
+402
+15% +$75.8K 0.05% 331
2026
Q1 		$548K Buy
2,705
+795
+42% +$168K 0.07% 296
2025
Q4 		$361K Buy
1,910
+102
+6% +$18.6K 0.05% 366
2025
Q3 		$342K Sell
1,808
-164
-8% -$29.8K 0.05% 367
2025
Q2 		$325K Buy
1,972
+339
+21% +$55.9K 0.05% 341
2025
Q1 		$270K Sell
1,633
-173
-10% -$28.3K 0.05% 313
2024
Q4 		$286K Buy
1,806
+309
+21% +$55.4K 0.05% 299
2024
Q3 		$276K Buy
1,497
+59
+4% +$11.5K 0.06% 299
2024
Q2 		$272K Sell
1,438
-10
-0.7% -$1.94K 0.07% 248
2024
Q1 		$268K Buy
1,448
+20
+1% +$3.86K 0.08% 234
2023
Q4 		$272K Buy
1,428
+58
+4% +$11K 0.08% 215
2023
Q3 		$261K Buy
1,370
+192
+16% +$43K 0.08% 212
2023
Q2 		$281K Buy
1,178
+74
+7% +$19.4K 0.09% 207
2023
Q1 		$286K Buy
1,104
+288
+35% +$67.7K 0.1% 193
2022
Q4 		$183K Sell
816
-565
-41% -$130K 0.07% 220
2022
Q3 		$309K Buy
+1,381
New +$309K 0.13% 132
2022
Q2 		– Sell
-8,123
Closed -$1.76M – 169
2022
Q1 		$1.76M Buy
8,123
+5,787
+248% +$1.18M 0.79% 22
2021
Q4 		$426K Buy
2,336
+15
+0.6% +$2.72K 0.35% 79
2021
Q3 		$417K Buy
2,321
+488
+27% +$86.2K 0.36% 79
2021
Q2 		$319K Buy
+1,833
New +$309K 0.28% 89

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Accurate Wealth Management's HSY Position: Q3 2026 in Review

Accurate Wealth Management increased its Hershey (HSY) stake by 9.3% in Q3 2026, buying an estimated $50.7K and bringing the position to 3,395 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #352.

Accurate Wealth Management first reported a position in HSY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.76M in Q1 2022. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Accurate Wealth Management held 3,395 shares of Hershey worth $554K as of Q3 2026.
  • Accurate Wealth Management bought 288 Hershey shares in Q3 2026, an estimated $50.7K.
  • Hershey made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #352 holding.
  • Accurate Wealth Management first reported a position in Hershey in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Hershey position peaked at $1.76M in Q1 2022.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.