ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Hershey HSY Stock Holding History

ARS Wealth Advisors Group’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 		$446K Sell
2,831
-28
-1% -$4.93K 0.03% 151
2026
Q2 		$502K Sell
2,859
-14
-0.5% -$2.64K 0.04% 137
2026
Q1 		$597K Sell
2,873
-197
-6% -$41.5K 0.05% 117
2025
Q4 		$559K Buy
3,070
+54
+2% +$9.9K 0.05% 107
2025
Q3 		$564K Buy
3,016
+4
+0.1% +$727 0.06% 103
2025
Q2 		$500K Sell
3,012
-39
-1% -$6.43K 0.06% 107
2025
Q1 		$522K Buy
3,051
+2
+0.1% +$327 0.07% 90
2024
Q4 		$516K Buy
3,049
+348
+13% +$62.4K 0.07% 92
2024
Q3 		$518K Hold
2,701
– – 0.06% 102
2024
Q2 		$497K Sell
2,701
-32
-1% -$6.19K 0.06% 98
2024
Q1 		$532K Buy
2,733
+32
+1% +$6.17K 0.07% 93
2023
Q4 		$504K Hold
2,701
– – 0.07% 92
2023
Q3 		$540K Hold
2,701
– – 0.09% 88
2023
Q2 		$674K Hold
2,701
– – 0.11% 83
2023
Q1 		$687K Buy
2,701
+56
+2% +$13.2K 0.13% 71
2022
Q4 		$613K Sell
2,645
-55
-2% -$12.7K 0.1% 82
2022
Q3 		$595K Hold
2,700
– – 0.09% 88
2022
Q2 		$581K Hold
2,700
– – 0.08% 98
2022
Q1 		$585K Hold
2,700
– – 0.1% 74
2021
Q4 		$522K Sell
2,700
-289
-10% -$52.3K 0.09% 83
2021
Q3 		$506K Buy
+2,989
New +$528K 0.09% 80

Other funds holding HSY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

ARS Wealth Advisors Group's HSY Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Hershey (HSY) stake by 0.98% in Q3 2026, selling an estimated $4.93K and leaving 2,831 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #151.

ARS Wealth Advisors Group first reported a position in HSY in Q3 2021 and has held it in 21 quarters since. The position peaked at $687K in Q1 2023. 518 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • ARS Wealth Advisors Group held 2,831 shares of Hershey worth $446K as of Q3 2026.
  • ARS Wealth Advisors Group sold 28 Hershey shares in Q3 2026, an estimated $4.93K.
  • Hershey made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #151 holding.
  • ARS Wealth Advisors Group first reported a position in Hershey in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Hershey position peaked at $687K in Q1 2023.
  • 518 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.