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Advisornet Financial’s Hershey HSY Stock Holding History

Advisornet Financial’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
2025
Q1 		– Sell
-400
Closed -$67.7K – 2210
2024
Q4 		$67.7K Hold
400
– – 0.01% 791
2024
Q3 		$76.7K Hold
400
– – 0.01% 769
2024
Q2 		$73.5K Sell
400
-200
-33% -$38.7K 0.01% 707
2024
Q1 		$117 Hold
600
– – ﹤0.01% 2006
2023
Q4 		$112 Buy
+600
New +$114K ﹤0.01% 2356

Other funds holding HSY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Advisornet Financial's HSY Position: Q3 2026 in Review

Advisornet Financial sold out of Hershey (HSY) in Q3 2026, closing a stake of 849 shares — an estimated $149K sold.

Advisornet Financial first reported a position in HSY in Q2 2018 and held it in 30 quarters. The position peaked at $465K in Q1 2024. 176 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Advisornet Financial reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 849 Hershey shares in Q3 2026, an estimated $149K.
  • Advisornet Financial first reported a position in Hershey in Q2 2018 and held it in 30 quarters.
  • Advisornet Financial's Hershey position peaked at $465K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.