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Baron Wealth Management’s Hershey HSY Stock Holding History

Baron Wealth Management’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 		– Sell
-1,029
Closed -$214K – 313
2026
Q1 		$214K Buy
+1,029
New +$217K 0.06% 249
2024
Q4 		– Sell
-1,277
Closed -$245K – 209
2024
Q3 		$245K Sell
1,277
-7
-0.5% -$1.36K 0.12% 156
2024
Q2 		$236K Buy
+1,284
New +$248K 0.12% 142

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Baron Wealth Management's HSY Position: Q2 2026 in Review

Baron Wealth Management sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,029 shares — an estimated $214K sold.

Baron Wealth Management first reported a position in HSY in Q2 2024 and held it in 3 quarters. The position peaked at $245K in Q3 2024. 321 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Baron Wealth Management reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 1,029 Hershey shares in Q2 2026, an estimated $214K.
  • Baron Wealth Management first reported a position in Hershey in Q2 2024 and held it in 3 quarters.
  • Baron Wealth Management's Hershey position peaked at $245K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.