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Arkadios Wealth Advisors’s Hershey HSY Stock Holding History

Arkadios 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
Q1 		$1.31M Sell
6,287
-451
-7% -$95.1K 0.02% 673
2025
Q4 		$1.23M Buy
6,738
+364
+6% +$66.5K 0.02% 614
2025
Q3 		$1.19M Sell
6,374
-82
-1% -$14.9K 0.03% 573
2025
Q2 		$1.07M Buy
6,456
+1,157
+22% +$191K 0.03% 548
2025
Q1 		$906K Buy
+5,299
New +$868K 0.03% 493
2024
Q4 		– Sell
-1,120
Closed -$215K – 969
2024
Q3 		$215K Sell
1,120
-211
-16% -$41K 0.01% 820
2024
Q2 		$245K Buy
1,331
+190
+17% +$36.8K 0.02% 702
2024
Q1 		$222K Sell
1,141
-394
-26% -$76K 0.02% 629
2023
Q4 		$286K Buy
1,535
+77
+5% +$14.6K 0.02% 542
2023
Q3 		$292K Buy
1,458
+226
+18% +$50.6K 0.03% 493
2023
Q2 		$308K Buy
1,232
+76
+7% +$19.9K 0.04% 436
2023
Q1 		$294K Buy
1,156
+8
+0.7% +$1.88K 0.04% 441
2022
Q4 		$266K Buy
1,148
+85
+8% +$19.6K 0.04% 437
2022
Q3 		$234K Buy
+1,063
New +$238K 0.04% 444
2021
Q3 		– Sell
-154
Closed -$26K – 1943
2021
Q2 		$26K Buy
154
+1
+0.7% +$168 ﹤0.01% 1174
2021
Q1 		$24K Buy
153
+1
+0.7% +$151 ﹤0.01% 918
2020
Q4 		$23K Buy
152
+151
+15,100% +$22.3K ﹤0.01% 718
2020
Q3 		$149 Sell
1
-21
-95% -$2.98K ﹤0.01% 1004
2020
Q2 		$2.9K Buy
22
+4
+22% +$538 ﹤0.01% 847
2020
Q1 		$2.38K Hold
18
– – ﹤0.01% 904
2019
Q4 		$2.87K Buy
+18
New +$2.67K ﹤0.01% 775

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Arkadios Wealth Advisors's HSY Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Hershey (HSY) stake by 6.7% in Q1 2026, selling an estimated $95.1K and leaving 6,287 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #673.

Arkadios Wealth Advisors first reported a position in HSY in Q4 2019 and has held it in 21 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Arkadios Wealth Advisors held 6,287 shares of Hershey worth $1.31M as of Q1 2026.
  • Arkadios Wealth Advisors sold 451 Hershey shares in Q1 2026, an estimated $95.1K.
  • Hershey made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #673 holding.
  • Arkadios Wealth Advisors first reported a position in Hershey in Q4 2019 and has held it in 21 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.