Aptus Capital Advisors’s Hershey HSY Stock Holding History

Aptus Capital 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 Q1	$6.74M	Buy	32,402 +285	+0.9%	+$60.1K	0.06%	289
2025 Q4	$5.84M	Sell	32,117 -2,109	-6%	-$386K	0.05%	307
2025 Q3	$6.4M	Sell	34,226 -2,741	-7%	-$498K	0.06%	282
2025 Q2	$6.13M	Sell	36,967 -2,813	-7%	-$464K	0.06%	270
2025 Q1	$6.8M	Buy	39,780 +5,642	+17%	+$924K	0.08%	238
2024 Q4	$5.78M	Buy	34,138 +30,734	+903%	+$5.51M	0.07%	245
2024 Q3	$653K	Sell	3,404 -566	-14%	-$110K	0.01%	485
2024 Q2	$730K	Buy	3,970 +112	+3%	+$21.7K	0.01%	437
2024 Q1	$750K	Buy	3,858 +270	+8%	+$52.1K	0.02%	435
2023 Q4	$669K	Sell	3,588 -482	-12%	-$91.3K	0.02%	338
2023 Q3	$814K	Sell	4,070 -367	-8%	-$82.2K	0.02%	319
2023 Q2	$1.11M	Sell	4,437 -40	-0.9%	-$10.5K	0.03%	261
2023 Q1	$1.14M	Sell	4,477 -3,032	-40%	-$712K	0.03%	256
2022 Q4	$1.74M	Sell	7,509 -438	-6%	-$101K	0.06%	222
2022 Q3	$1.75M	Buy	7,947 +3,468	+77%	+$777K	0.06%	212
2022 Q2	$964K	Sell	4,479 -42	-0.9%	-$9.15K	0.03%	242
2022 Q1	$979K	Buy	4,521 +3,265	+260%	+$663K	0.03%	254
2021 Q4	$243K	Buy	+1,256	New	+$227K	0.01%	340
2019 Q4	–	Sell	-16,117	Closed	-$2.5M	–	530
2019 Q3	$2.5M	Buy	+16,117	New	+$2.43M	0.29%	95

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return