Bell Investment Advisors’s Hershey HSY Stock Holding History

Bell Investment 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	$17.9K	Hold	86	–	–	﹤0.01%	472
2025 Q4	$15.7K	Sell	86 -91	-51%	-$16.6K	﹤0.01%	530
2025 Q3	$33.1K	Sell	177 -15	-8%	-$2.73K	0.01%	308
2025 Q2	$31.9K	Sell	192 -12	-6%	-$1.98K	0.01%	313
2025 Q1	$34.9K	Buy	204 +3	+1%	+$491	0.01%	275
2024 Q4	$34K	Sell	201 -7	-3%	-$1.25K	0.01%	277
2024 Q3	$39.9K	Hold	208	–	–	0.01%	258
2024 Q2	$38.2K	Hold	208	–	–	0.01%	258
2024 Q1	$40.5K	Hold	208	–	–	0.01%	240
2023 Q4	$38.8K	Sell	208 -19	-8%	-$3.6K	0.01%	228
2023 Q3	$45.4K	Sell	227 -20	-8%	-$4.48K	0.01%	185
2023 Q2	$61.7K	Sell	247 -2	-0.8%	-$525	0.01%	148
2023 Q1	$63.3K	Sell	249 -17	-6%	-$3.99K	0.01%	142
2022 Q4	$61.6K	Buy	266 +7	+3%	+$1.61K	0.02%	141
2022 Q3	$57K	Buy	259 +3	+1%	+$672	0.02%	123
2022 Q2	$55K	Buy	+256	New	+$55.8K	0.02%	128
2021 Q4	$44K	Buy	225 +23	+11%	+$4.17K	0.01%	177
2021 Q3	$34K	Buy	+202	New	+$35.7K	0.01%	193

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bell Investment Advisors's HSY Position: Q1 2026 in Review

Bell Investment Advisors held its Hershey (HSY) position steady in Q1 2026 at 86 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Bell Investment Advisors first reported a position in HSY in Q3 2021 and has held it in 18 quarters since. The position peaked at $63.3K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Bell Investment Advisors held 86 shares of Hershey worth $17.9K as of Q1 2026.
Bell Investment Advisors left its Hershey share count unchanged in Q1 2026.
Hershey made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #472 holding.
Bell Investment Advisors first reported a position in Hershey in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Hershey position peaked at $63.3K in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.