Avidian Wealth Enterprises’s Hershey HSY Stock Holding History

Avidian Wealth Enterprises’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	$563K	Sell	3,210 -432	-12%	-$81.5K	0.02%	449
2026 Q1	$757K	Sell	3,642 -29	-0.8%	-$6.12K	0.02%	346
2025 Q4	$668K	Sell	3,671 -12	-0.3%	-$2.19K	0.02%	305
2025 Q3	$689K	Sell	3,683 -173	-4%	-$31.4K	0.03%	291
2025 Q2	$640K	Buy	3,856 +16	+0.4%	+$2.64K	0.03%	281
2025 Q1	$657K	Sell	3,840 -104	-3%	-$17K	0.03%	259
2024 Q4	$668K	Sell	3,944 -22	-0.6%	-$3.94K	0.03%	246
2024 Q3	$761K	Buy	3,966 +5	+0.1%	+$972	0.03%	226
2024 Q2	$728K	Sell	3,961 -1,070	-21%	-$207K	0.03%	227
2024 Q1	$979K	Buy	5,031 +1,671	+50%	+$322K	0.05%	169
2023 Q4	$626K	Sell	3,360 -6	-0.2%	-$1.14K	0.04%	224
2023 Q3	$673K	Sell	3,366 -127	-4%	-$28.4K	0.05%	206
2023 Q2	$872K	Sell	3,493 -969	-22%	-$254K	0.06%	196
2023 Q1	$1.14M	Buy	4,462 +35	+0.8%	+$8.22K	0.06%	183
2022 Q4	$1.03M	Buy	4,427 +135	+3%	+$31.1K	0.07%	173
2022 Q3	$946K	Buy	4,292 +103	+2%	+$23.1K	0.07%	154
2022 Q2	$901K	Buy	4,189 +61	+1%	+$13.3K	0.06%	180
2022 Q1	$894K	Buy	4,128 +62	+2%	+$12.6K	0.05%	212
2021 Q4	$787K	Buy	4,066 +32	+0.8%	+$5.79K	0.05%	224
2021 Q3	$683K	Buy	4,034 +125	+3%	+$22.1K	0.05%	171
2021 Q2	$681K	Buy	3,909 +63	+2%	+$10.6K	0.05%	170
2021 Q1	$608K	Sell	3,846 -347	-8%	-$52.3K	0.05%	181
2020 Q4	$639K	Buy	4,193 +220	+6%	+$32.6K	0.06%	152
2020 Q3	$570K	Buy	3,973 +654	+20%	+$92.7K	0.06%	143
2020 Q2	$430K	Buy	3,319 +250	+8%	+$33.6K	0.06%	149
2020 Q1	$407K	Sell	3,069 -31	-1%	-$4.57K	0.07%	122
2019 Q4	$456K	Buy	3,100 +91	+3%	+$13.5K	0.06%	120
2019 Q3	$466K	Buy	3,009 +597	+25%	+$90.2K	0.08%	107
2019 Q2	$323K	Buy	2,412 +486	+25%	+$61.7K	0.08%	95
2019 Q1	$221K	Buy	+1,926	New	+$210K	0.05%	116
2018 Q4	–	Sell	-5,870	Closed	-$599K	–	105
2018 Q3	$599K	Buy	5,870 +726	+14%	+$71.8K	0.19%	50
2018 Q2	$479K	Buy	+5,144	New	+$480K	0.15%	56

Other funds holding HSY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avidian Wealth Enterprises's HSY Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Hershey (HSY) stake by 12% in Q2 2026, selling an estimated $81.5K and leaving 3,210 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #449.

Avidian Wealth Enterprises first reported a position in HSY in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.14M in Q1 2023. 422 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Avidian Wealth Enterprises held 3,210 shares of Hershey worth $563K as of Q2 2026.
Avidian Wealth Enterprises sold 432 Hershey shares in Q2 2026, an estimated $81.5K.
Hershey made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #449 holding.
Avidian Wealth Enterprises first reported a position in Hershey in Q2 2018 and has held it in 32 quarters since.
Avidian Wealth Enterprises's Hershey position peaked at $1.14M in Q1 2023.
422 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.