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Basecamp Wealth Advisors’s Hershey HSY Stock Holding History

Basecamp Wealth Advisors’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 		$85.3K Sell
486
-4
-0.8% -$754 0.02% 430
2026
Q1 		$102K Hold
490
– – 0.02% 390
2025
Q4 		$89.2K Buy
+490
New +$89.6K 0.02% 404

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

Basecamp Wealth Advisors's HSY Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Hershey (HSY) stake by 0.82% in Q2 2026, selling an estimated $754 and leaving 486 shares worth $85.3K. The position accounts for 0.02% of the portfolio, ranked #430.

Basecamp Wealth Advisors first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $102K in Q1 2026. 1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Basecamp Wealth Advisors held 486 shares of Hershey worth $85.3K as of Q2 2026.
  • Basecamp Wealth Advisors sold 4 Hershey shares in Q2 2026, an estimated $754.
  • Hershey made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #430 holding.
  • Basecamp Wealth Advisors first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Hershey position peaked at $102K in Q1 2026.
  • 1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.