Blake Schutter Theil Wealth Advisors’s Hershey HSY Stock Holding History

Blake Schutter Theil 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	$245K	Sell	1,395 -73	-5%	-$13.8K	0.17%	106
2026 Q1	$305K	Sell	1,468 -2	-0.1%	-$422	0.25%	86
2025 Q4	$268K	Buy	1,470 +45	+3%	+$8.23K	0.22%	92
2025 Q3	$267K	Hold	1,425	–	–	0.26%	93
2025 Q2	$236K	Hold	1,425	–	–	0.27%	92
2025 Q1	$244K	Sell	1,425 -25	-2%	-$4.09K	0.28%	97
2024 Q4	$246K	Sell	1,450 -33	-2%	-$5.92K	0.26%	96
2024 Q3	$284K	Buy	+1,483	New	+$288K	0.2%	121

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's HSY Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Hershey (HSY) stake by 5% in Q2 2026, selling an estimated $13.8K and leaving 1,395 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #106.

Blake Schutter Theil Wealth Advisors first reported a position in HSY in Q3 2024 and has held it in 8 quarters since. The position peaked at $305K in Q1 2026. 402 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 1,395 shares of Hershey worth $245K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 73 Hershey shares in Q2 2026, an estimated $13.8K.
Hershey made up 0.17% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Hershey in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Hershey position peaked at $305K in Q1 2026.
402 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.