Avantax Planning Partners’s Hershey HSY Stock Holding History

Avantax Planning Partners’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	$351K	Sell	1,690 -177	-9%	-$37.3K	0.01%	327
2025 Q4	$340K	Buy	1,867 +28	+2%	+$5.12K	0.01%	331
2025 Q3	$344K	Buy	+1,839	New	+$334K	0.01%	326
2025 Q2	–	Sell	-1,181	Closed	-$202K	–	455
2025 Q1	$202K	Buy	+1,181	New	+$193K	0.01%	412
2024 Q2	–	Sell	-1,190	Closed	-$231K	–	482
2024 Q1	$231K	Buy	1,190 +112	+10%	+$21.6K	0.01%	415
2023 Q4	$201K	Buy	1,078 +6	+0.6%	+$1.14K	0.01%	361
2023 Q3	$214K	Hold	1,072	–	–	0.01%	336
2023 Q2	$268K	Sell	1,072 -200	-16%	-$52.5K	0.01%	316
2023 Q1	$324K	Buy	1,272 +200	+19%	+$47K	0.01%	277
2022 Q4	$248K	Hold	1,072	–	–	0.01%	321
2022 Q3	$236K	Hold	1,072	–	–	0.01%	301
2022 Q2	$231K	Sell	1,072 -16	-1%	-$3.49K	0.01%	308
2022 Q1	$236K	Buy	+1,088	New	+$221K	0.01%	316
2018 Q4	–	Sell	-577	Closed	-$59K	–	687
2018 Q3	$59K	Buy	+577	New	+$57K	﹤0.01%	445
2018 Q2	–	Sell	-599	Closed	-$59K	–	771
2018 Q1	$59K	Buy	+599	New	+$61.9K	0.01%	500

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Avantax Planning Partners's HSY Position: Q1 2026 in Review

Avantax Planning Partners reduced its Hershey (HSY) stake by 9.5% in Q1 2026, selling an estimated $37.3K and leaving 1,690 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #327.

Avantax Planning Partners first reported a position in HSY in Q1 2018 and has held it in 15 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Avantax Planning Partners held 1,690 shares of Hershey worth $351K as of Q1 2026.
Avantax Planning Partners sold 177 Hershey shares in Q1 2026, an estimated $37.3K.
Hershey made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #327 holding.
Avantax Planning Partners first reported a position in Hershey in Q1 2018 and has held it in 15 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.