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Avantra Family Wealth’s Hershey HSY Stock Holding History

Avantra Family Wealth’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 		$259K Buy
1,477
+2
+0.1% +$377 0.17% 153
2026
Q1 		$307K Buy
1,475
+2
+0.1% +$422 0.23% 126
2025
Q4 		$268K Sell
1,473
-69
-4% -$12.6K 0.19% 132
2025
Q3 		$288K Buy
1,542
+2
+0.1% +$363 0.22% 127
2025
Q2 		$256K Buy
1,540
+1
+0.1% +$165 0.21% 117
2025
Q1 		$263K Buy
1,539
+2
+0.1% +$327 0.25% 129
2024
Q4 		$260K Buy
+1,537
New +$276K 0.24% 129

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

Avantra Family Wealth's HSY Position: Q2 2026 in Review

Avantra Family Wealth increased its Hershey (HSY) stake by 0.14% in Q2 2026, buying an estimated $377 and bringing the position to 1,477 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #153.

Avantra Family Wealth first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Avantra Family Wealth held 1,477 shares of Hershey worth $259K as of Q2 2026.
  • Avantra Family Wealth bought 2 Hershey shares in Q2 2026, an estimated $377.
  • Hershey made up 0.17% of Avantra Family Wealth's portfolio in Q2 2026, its #153 holding.
  • Avantra Family Wealth first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's Hershey position peaked at $307K in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.