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Avion Wealth’s Hershey HSY Stock Holding History

Avion 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 		$6K Sell
36
-6
-14% -$1.13K ﹤0.01% 736
2026
Q1 		$8K Buy
42
+2
+5% +$422 ﹤0.01% 549
2025
Q4 		$7K Sell
40
-8
-17% -$1.46K ﹤0.01% 581
2025
Q3 		$8K Buy
48
+11
+30% +$2K ﹤0.01% 534
2025
Q2 		$6K Buy
37
+1
+3% +$165 ﹤0.01% 579
2025
Q1 		$6K Hold
36
– – ﹤0.01% 500
2024
Q4 		$6K Buy
36
+14
+64% +$2.51K ﹤0.01% 499
2024
Q3 		$4K Sell
22
-4
-15% -$778 ﹤0.01% 567
2024
Q2 		$4K Buy
26
+13
+100% +$2.52K ﹤0.01% 508
2024
Q1 		$3K Hold
13
– – ﹤0.01% 567
2023
Q4 		$2K Buy
13
+7
+117% +$1.33K ﹤0.01% 575
2023
Q3 		$1K Sell
6
-18
-75% -$4.03K ﹤0.01% 649
2023
Q2 		$5K Buy
24
+20
+500% +$5.25K ﹤0.01% 353
2023
Q1 		$0 Buy
+4
New +$940 ﹤0.01% 641

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 $3.38T AUM 44.17% 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

Avion Wealth's HSY Position: Q2 2026 in Review

Avion Wealth reduced its Hershey (HSY) stake by 14% in Q2 2026, selling an estimated $1.13K and leaving 36 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Avion Wealth first reported a position in HSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $8K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Avion Wealth held 36 shares of Hershey worth $6K as of Q2 2026.
  • Avion Wealth sold 6 Hershey shares in Q2 2026, an estimated $1.13K.
  • Hershey made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #736 holding.
  • Avion Wealth first reported a position in Hershey in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Hershey position peaked at $8K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.