BHWM
HSY icon

Beaird Harris Wealth Management’s Hershey HSY Stock Holding History

Beaird Harris 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 		$37K Hold
211
– – ﹤0.01% 282
2026
Q1 		$43.8K Hold
211
– – ﹤0.01% 255
2025
Q4 		$38.4K Hold
211
– – ﹤0.01% 280
2025
Q3 		$39.4K Buy
211
+41
+24% +$7.45K ﹤0.01% 277
2025
Q2 		$28.2K Hold
170
– – ﹤0.01% 305
2025
Q1 		$29.1K Hold
170
– – ﹤0.01% 274
2024
Q4 		$28.8K Hold
170
– – ﹤0.01% 281
2024
Q3 		$32.6K Sell
170
-121
-42% -$23.5K ﹤0.01% 262
2024
Q2 		$53.5K Buy
291
+2
+0.7% +$387 0.01% 215
2024
Q1 		$56.2K Buy
289
+160
+124% +$30.9K 0.01% 194
2023
Q4 		$24.1K Hold
129
– – ﹤0.01% 246
2023
Q3 		$25.8K Buy
129
+10
+8% +$2.24K ﹤0.01% 219
2023
Q2 		$29.7K Hold
119
– – ﹤0.01% 200
2023
Q1 		$30.3K Sell
119
-30
-20% -$7.05K 0.01% 199
2022
Q4 		$34.5K Buy
149
+30
+25% +$6.92K 0.01% 200
2022
Q3 		$26K Buy
+119
New +$26.7K 0.01% 212
2022
Q2 		– Sell
-119
Closed -$26K – 498
2022
Q1 		$26K Hold
119
– – 0.01% 234
2021
Q4 		$23K Buy
+119
New +$21.5K 0.01% 313

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Beaird Harris Wealth Management's HSY Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Hershey (HSY) position steady in Q2 2026 at 211 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Beaird Harris Wealth Management first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. The position peaked at $56.2K in Q1 2024. 204 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Beaird Harris Wealth Management held 211 shares of Hershey worth $37K as of Q2 2026.
  • Beaird Harris Wealth Management left its Hershey share count unchanged in Q2 2026.
  • Hershey made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Beaird Harris Wealth Management first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Hershey position peaked at $56.2K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.