AWM
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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Accurate Wealth Management's HSY Position: Q2 2026 in Review

Accurate Wealth Management increased its Hershey (HSY) stake by 15% in Q2 2026, buying an estimated $75.8K and bringing the position to 3,107 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #331.

Accurate Wealth Management first reported a position in HSY in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.76M in Q1 2022. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Accurate Wealth Management held 3,107 shares of Hershey worth $540K as of Q2 2026.
  • Accurate Wealth Management bought 402 Hershey shares in Q2 2026, an estimated $75.8K.
  • Hershey made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Accurate Wealth Management first reported a position in Hershey in Q2 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's Hershey position peaked at $1.76M in Q1 2022.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.