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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
Q2 		$26.1K Buy
149
+63
+73% +$11.9K ﹤0.01% 406
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
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 $3.38T AUM 44.17% 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

Bell Investment Advisors's HSY Position: Q2 2026 in Review

Bell Investment Advisors increased its Hershey (HSY) stake by 73% in Q2 2026, buying an estimated $11.9K and bringing the position to 149 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Bell Investment Advisors first reported a position in HSY in Q3 2021 and has held it in 19 quarters since. The position peaked at $63.3K in Q1 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Bell Investment Advisors held 149 shares of Hershey worth $26.1K as of Q2 2026.
  • Bell Investment Advisors bought 63 Hershey shares in Q2 2026, an estimated $11.9K.
  • Hershey made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #406 holding.
  • Bell Investment Advisors first reported a position in Hershey in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Hershey position peaked at $63.3K in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.