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Beacon Pointe Advisors’s Hershey HSY Stock Holding History

Beacon Pointe 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
Q1 		$15.1M Buy
72,634
+1,060
+1% +$224K 0.08% 224
2025
Q4 		$13M Buy
71,574
+3,794
+6% +$694K 0.09% 202
2025
Q3 		$12.7M Buy
67,780
+5,089
+8% +$925K 0.11% 186
2025
Q2 		$10.4M Buy
62,691
+465
+0.7% +$76.6K 0.11% 168
2025
Q1 		$10.6M Buy
62,226
+45,475
+271% +$7.45M 0.12% 165
2024
Q4 		$2.84M Sell
16,751
-626
-4% -$112K 0.03% 382
2024
Q3 		$3.33M Sell
17,377
-4,873
-22% -$947K 0.04% 367
2024
Q2 		$4.09M Buy
22,250
+3,035
+16% +$587K 0.05% 327
2024
Q1 		$3.74M Sell
19,215
-2,571
-12% -$496K 0.04% 360
2023
Q4 		$4.06M Buy
21,786
+553
+3% +$105K 0.05% 328
2023
Q3 		$4.25M Buy
21,233
+7,723
+57% +$1.73M 0.05% 304
2023
Q2 		$3.37M Sell
13,510
-824
-6% -$216K 0.06% 283
2023
Q1 		$3.65M Buy
14,334
+26
+0.2% +$6.11K 0.06% 270
2022
Q4 		$3.31M Buy
14,308
+5,976
+72% +$1.38M 0.06% 267
2022
Q3 		$1.84M Sell
8,332
-1,097
-12% -$246K 0.04% 332
2022
Q2 		$2.03M Buy
9,429
+124
+1% +$27K 0.04% 328
2022
Q1 		$2.02M Buy
9,305
+2,622
+39% +$533K 0.03% 444
2021
Q4 		$1.29M Sell
6,683
-625
-9% -$113K 0.03% 330
2021
Q3 		$1.24M Buy
+7,308
New +$1.29M 0.03% 375

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return