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Asset Planning Inc’s Hershey HSY Stock Holding History

Asset Planning Inc’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 		$25.3K Buy
144
+1
+0.7% +$189 0.02% 199
2026
Q1 		$29.8K Hold
143
– – 0.02% 183
2025
Q4 		$26K Buy
143
+1
+0.7% +$183 0.02% 190
2025
Q3 		$26.5K Buy
142
+1
+0.7% +$182 0.02% 192
2025
Q2 		$23.4K Buy
141
+1
+0.7% +$165 0.02% 197
2025
Q1 		$24K Buy
140
+1
+0.7% +$164 0.02% 202
2024
Q4 		$23.6K Buy
+139
New +$24.9K 0.02% 199

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Asset Planning Inc's HSY Position: Q2 2026 in Review

Asset Planning Inc increased its Hershey (HSY) stake by 0.7% in Q2 2026, buying an estimated $189 and bringing the position to 144 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #199.

Asset Planning Inc first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.8K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Asset Planning Inc held 144 shares of Hershey worth $25.3K as of Q2 2026.
  • Asset Planning Inc bought 1 Hershey share in Q2 2026, an estimated $189.
  • Hershey made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #199 holding.
  • Asset Planning Inc first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Hershey position peaked at $29.8K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.