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BSW Wealth Partners’s Hershey HSY Stock Holding History

BSW Wealth Partners’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 		$231K Buy
1,314
+172
+15% +$32.4K 0.03% 295
2026
Q1 		$237K Buy
1,142
+10
+0.9% +$2.11K 0.03% 280
2025
Q4 		$206K Buy
1,132
+55
+5% +$10.1K 0.02% 312
2025
Q3 		$201K Sell
1,077
-473
-31% -$86K 0.03% 316
2025
Q2 		$257K Sell
1,550
-238
-13% -$39.2K 0.04% 267
2025
Q1 		$306K Buy
1,788
+574
+47% +$94K 0.05% 230
2024
Q4 		$206K Sell
1,214
-594
-33% -$107K 0.03% 293
2024
Q3 		$347K Sell
1,808
-459
-20% -$89.2K 0.05% 209
2024
Q2 		$417K Buy
2,267
+42
+2% +$8.13K 0.07% 154
2024
Q1 		$433K Buy
2,225
+264
+13% +$50.9K 0.07% 154
2023
Q4 		$366K Buy
1,961
+604
+45% +$114K 0.07% 166
2023
Q3 		$271K Buy
1,357
+39
+3% +$8.73K 0.06% 189
2023
Q2 		$329K Buy
1,318
+10
+0.8% +$2.62K 0.07% 169
2023
Q1 		$333K Buy
1,308
+354
+37% +$83.2K 0.07% 204
2022
Q4 		$221K Buy
954
+5
+0.5% +$1.15K 0.05% 260
2022
Q3 		$209K Sell
949
-97
-9% -$21.7K 0.05% 250
2022
Q2 		$225K Sell
1,046
-27
-3% -$5.88K 0.05% 238
2022
Q1 		$233K Buy
+1,073
New +$218K 0.06% 245

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BSW Wealth Partners's HSY Position: Q2 2026 in Review

BSW Wealth Partners increased its Hershey (HSY) stake by 15% in Q2 2026, buying an estimated $32.4K and bringing the position to 1,314 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #295.

BSW Wealth Partners first reported a position in HSY in Q1 2022 and has held it in 18 quarters since. The position peaked at $433K in Q1 2024. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • BSW Wealth Partners held 1,314 shares of Hershey worth $231K as of Q2 2026.
  • BSW Wealth Partners bought 172 Hershey shares in Q2 2026, an estimated $32.4K.
  • Hershey made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #295 holding.
  • BSW Wealth Partners first reported a position in Hershey in Q1 2022 and has held it in 18 quarters since.
  • BSW Wealth Partners's Hershey position peaked at $433K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.