Alta Wealth Advisors’s Hershey HSY Stock Holding History

Alta 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	–	Sell	-4,611	Closed	-$959K	–	175
2026 Q1	$959K	Buy	+4,611	New	+$972K	0.31%	61

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

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

Alta Wealth Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 4,611 shares — an estimated $959K sold.

Alta Wealth Advisors first reported a position in HSY in Q1 2026 and held it in 1 quarter. The position peaked at $959K in Q1 2026. 588 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Alta Wealth Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Alta Wealth Advisors sold 4,611 Hershey shares in Q2 2026, an estimated $959K.
Alta Wealth Advisors first reported a position in Hershey in Q1 2026 and held it in 1 quarter.
Alta Wealth Advisors's Hershey position peaked at $959K in Q1 2026.
588 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.