Alpha Omega Wealth Management’s Hershey HSY Stock Holding History

Alpha Omega 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	–	Sell	-1,028	Closed	-$214K	–	211
2026 Q1	$214K	Buy	+1,028	New	+$217K	0.03%	202
2024 Q4	–	Sell	-1,066	Closed	-$204K	–	207
2024 Q3	$204K	Sell	1,066 -188	-15%	-$36.5K	0.04%	204
2024 Q2	$231K	Hold	1,254	–	–	0.04%	189
2024 Q1	$244K	Hold	1,254	–	–	0.05%	190
2023 Q4	$234K	Buy	1,254 +19	+2%	+$3.6K	0.04%	193
2023 Q3	$247K	Sell	1,235 -25	-2%	-$5.6K	0.04%	182
2023 Q2	$315K	Sell	1,260 -50	-4%	-$13.1K	0.05%	170
2023 Q1	$333K	Hold	1,310	–	–	0.06%	164
2022 Q4	$303K	Hold	1,310	–	–	0.05%	174
2022 Q3	$289K	Buy	1,310 +75	+6%	+$16.8K	0.06%	170
2022 Q2	$266K	Sell	1,235 -414	-25%	-$90.2K	0.05%	182
2022 Q1	$357K	Sell	1,649 -192	-10%	-$39K	0.06%	172
2021 Q4	$362K	Hold	1,841	–	–	0.06%	173
2021 Q3	$312K	Sell	1,841 -224	-11%	-$39.6K	0.05%	180
2021 Q2	$360K	Buy	+2,065	New	+$348K	0.06%	173
2019 Q3	–	Sell	-635	Closed	-$85K	–	371
2019 Q2	$85K	Hold	635	–	–	0.04%	208
2019 Q1	$73K	Hold	635	–	–	0.03%	210
2018 Q4	$68K	Hold	635	–	–	0.03%	202
2018 Q3	$65K	Hold	635	–	–	0.03%	206
2018 Q2	$59K	Sell	635 -200	-24%	-$18.6K	0.03%	210
2018 Q1	$83K	Hold	835	–	–	0.04%	178
2017 Q4	$95K	Hold	835	–	–	0.05%	177
2017 Q3	$91K	Hold	835	–	–	0.05%	180
2017 Q2	$90K	Buy	835 +35	+4%	+$3.86K	0.05%	179
2017 Q1	$87K	Hold	800	–	–	0.05%	182
2016 Q4	$83K	Buy	+800	New	+$79K	0.04%	188

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Alpha Omega Wealth Management's HSY Position: Q2 2026 in Review

Alpha Omega Wealth Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,028 shares — an estimated $214K sold.

Alpha Omega Wealth Management first reported a position in HSY in Q4 2016 and held it in 26 quarters. The position peaked at $362K in Q4 2021. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Alpha Omega Wealth Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Alpha Omega Wealth Management sold 1,028 Hershey shares in Q2 2026, an estimated $214K.
Alpha Omega Wealth Management first reported a position in Hershey in Q4 2016 and held it in 26 quarters.
Alpha Omega Wealth Management's Hershey position peaked at $362K in Q4 2021.
386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.