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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
Q2 		$283K Sell
1,615
-75
-4% -$14.1K 0.01% 377
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
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

Avantax Planning Partners's HSY Position: Q2 2026 in Review

Avantax Planning Partners reduced its Hershey (HSY) stake by 4.4% in Q2 2026, selling an estimated $14.1K and leaving 1,615 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #377.

Avantax Planning Partners first reported a position in HSY in Q1 2018 and has held it in 16 quarters since. The position peaked at $351K in Q1 2026. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Avantax Planning Partners held 1,615 shares of Hershey worth $283K as of Q2 2026.
  • Avantax Planning Partners sold 75 Hershey shares in Q2 2026, an estimated $14.1K.
  • Hershey made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #377 holding.
  • Avantax Planning Partners first reported a position in Hershey in Q1 2018 and has held it in 16 quarters since.
  • Avantax Planning Partners's Hershey position peaked at $351K in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.