AWA
HSY icon

Acumen Wealth Advisors’s Hershey HSY Stock Holding History

Acumen Wealth Advisors’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 		$1.47M Buy
+8,385
New +$1.58M 0.31% 68
2026
Q1 		– Sell
-4
Closed -$728 – 509
2025
Q4 		$728 Buy
+4
New +$731 ﹤0.01% 466

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acumen Wealth Advisors's HSY Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Hershey (HSY) in Q2 2026: 8,385 shares worth $1.47M. The stake represents 0.31% of the portfolio and ranks #68 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in HSY as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in HSY in Q4 2025 and has held it in 2 quarters since. 1,404 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Acumen Wealth Advisors held 8,385 shares of Hershey worth $1.47M as of Q2 2026.
  • Hershey was a new Acumen Wealth Advisors position in Q2 2026.
  • Hershey made up 0.31% of Acumen Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Acumen Wealth Advisors first reported a position in Hershey in Q4 2025 and has held it in 2 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.