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AE Wealth Management’s Hershey HSY Stock Holding History

AE 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 		$1.35M Buy
7,692
+1,579
+26% +$298K 0.01% 800
2026
Q1 		$1.27M Buy
6,113
+22
+0.4% +$4.64K 0.01% 781
2025
Q4 		$1.11M Buy
6,091
+1,824
+43% +$333K 0.01% 771
2025
Q3 		$798K Sell
4,267
-76
-2% -$13.8K 0.01% 812
2025
Q2 		$721K Buy
4,343
+896
+26% +$148K 0.01% 810
2025
Q1 		$589K Sell
3,447
-835
-20% -$137K 0.01% 866
2024
Q4 		$725K Buy
4,282
+321
+8% +$57.6K 0.01% 786
2024
Q3 		$760K Buy
3,961
+179
+5% +$34.8K 0.01% 766
2024
Q2 		$695K Buy
3,782
+200
+6% +$38.7K 0.01% 794
2024
Q1 		$697K Sell
3,582
-6,670
-65% -$1.29M 0.01% 744
2023
Q4 		$1.95M Sell
10,252
-18
-0.2% -$3.41K 0.01% 915
2023
Q3 		$2.05M Buy
10,270
+5,632
+121% +$1.26M 0.01% 844
2023
Q2 		$1.16M Sell
4,638
-105
-2% -$27.5K 0.01% 1038
2023
Q1 		$1.21M Sell
4,743
-565
-11% -$133K 0.01% 972
2022
Q4 		$1.23M Sell
5,308
-597
-10% -$138K 0.01% 912
2022
Q3 		$1.3M Buy
5,905
+1,014
+21% +$227K 0.01% 845
2022
Q2 		$1.05M Buy
4,891
+457
+10% +$99.6K 0.01% 871
2022
Q1 		$960K Buy
4,434
+957
+28% +$194K 0.01% 932
2021
Q4 		$673K Sell
3,477
-27
-0.8% -$4.89K ﹤0.01% 1133
2021
Q3 		$593K Buy
3,504
+15
+0.4% +$2.65K ﹤0.01% 1103
2021
Q2 		$608K Buy
3,489
+519
+17% +$87.4K 0.01% 1067
2021
Q1 		$470K Buy
2,970
+201
+7% +$30.3K ﹤0.01% 1055
2020
Q4 		$422K Sell
2,769
-3,622
-57% -$536K ﹤0.01% 1018
2020
Q3 		$916K Buy
6,391
+3,116
+95% +$442K 0.01% 658
2020
Q2 		$424K Sell
3,275
-10
-0.3% -$1.34K 0.01% 930
2020
Q1 		$435K Sell
3,285
-962
-23% -$142K 0.01% 726
2019
Q4 		$624K Buy
4,247
+290
+7% +$43K 0.01% 663
2019
Q3 		$613K Buy
3,957
+454
+13% +$68.6K 0.02% 564
2019
Q2 		$469K Buy
3,503
+1,244
+55% +$158K 0.01% 606
2019
Q1 		$259K Buy
+2,259
New +$246K 0.02% 505

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

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

AE Wealth Management increased its Hershey (HSY) stake by 26% in Q2 2026, buying an estimated $298K and bringing the position to 7,692 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #800.

AE Wealth Management first reported a position in HSY in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.05M in Q3 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • AE Wealth Management held 7,692 shares of Hershey worth $1.35M as of Q2 2026.
  • AE Wealth Management bought 1,579 Hershey shares in Q2 2026, an estimated $298K.
  • Hershey made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #800 holding.
  • AE Wealth Management first reported a position in Hershey in Q1 2019 and has held it in 30 quarters since.
  • AE Wealth Management's Hershey position peaked at $2.05M in Q3 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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