Aprio Wealth Management
HSY icon

Aprio Wealth Management’s Hershey HSY Stock Holding History

Aprio 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
Q3 		$204K Buy
1,297
+16
+1% +$2.82K 0.01% 622
2026
Q2 		$225K Sell
1,281
-83
-6% -$15.7K 0.01% 593
2026
Q1 		$283K Buy
1,364
+260
+24% +$54.8K 0.02% 498
2025
Q4 		$237K Sell
1,104
-234
-17% -$42.8K 0.01% 488
2025
Q3 		$250K Buy
1,338
+101
+8% +$18.4K 0.02% 368
2025
Q2 		$205K Buy
+1,237
New +$204K 0.02% 386

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Aprio Wealth Management's HSY Position: Q3 2026 in Review

Aprio Wealth Management increased its Hershey (HSY) stake by 1.2% in Q3 2026, buying an estimated $2.82K and bringing the position to 1,297 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #622.

Aprio Wealth Management first reported a position in HSY in Q2 2025 and has held it in 6 quarters since. The position peaked at $283K in Q1 2026. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Aprio Wealth Management held 1,297 shares of Hershey worth $204K as of Q3 2026.
  • Aprio Wealth Management bought 16 Hershey shares in Q3 2026, an estimated $2.82K.
  • Hershey made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #622 holding.
  • Aprio Wealth Management first reported a position in Hershey in Q2 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's Hershey position peaked at $283K in Q1 2026.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.