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Clearstead Advisors’s Hershey HSY Stock Holding History

Clearstead 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 		$859K Sell
4,133
-1,660
-29% -$350K 0.01% 568
2025
Q4 		$1.05M Sell
5,793
-118
-2% -$21.6K 0.01% 463
2025
Q3 		$1.11M Buy
5,911
+297
+5% +$54K 0.01% 436
2025
Q2 		$932K Buy
5,614
+1,310
+30% +$216K 0.01% 465
2025
Q1 		$736K Sell
4,304
-2,343
-35% -$384K 0.01% 477
2024
Q4 		$1.13M Buy
6,647
+1,190
+22% +$213K 0.02% 390
2024
Q3 		$1.05M Buy
5,457
+1,218
+29% +$237K 0.02% 409
2024
Q2 		$779K Buy
4,239
+4,001
+1,681% +$774K 0.01% 447
2024
Q1 		$49.9K Sell
238
-215
-47% -$41.5K ﹤0.01% 758
2023
Q4 		$84.5K Sell
453
-505
-53% -$95.7K ﹤0.01% 621
2023
Q3 		$192K Buy
958
+540
+129% +$121K 0.01% 575
2023
Q2 		$104K Hold
418
– – 0.01% 568
2023
Q1 		$106K Buy
418
+14
+3% +$3.29K 0.01% 498
2022
Q4 		$93.6K Hold
404
– – 0.01% 516
2022
Q3 		$89K Buy
404
+28
+7% +$6.28K 0.01% 498
2022
Q2 		$81K Hold
376
– – 0.01% 527
2022
Q1 		$81K Sell
376
-258
-41% -$52.4K 0.01% 587
2021
Q4 		$123K Buy
634
+14
+2% +$2.54K 0.01% 486
2021
Q3 		$105K Buy
620
+12
+2% +$2.12K 0.01% 472
2021
Q2 		$106K Buy
608
+10
+2% +$1.68K 0.01% 441
2021
Q1 		$95K Sell
598
-44
-7% -$6.63K 0.01% 447
2020
Q4 		$98K Sell
642
-36
-5% -$5.33K 0.01% 416
2020
Q3 		$97K Sell
678
-556
-45% -$78.8K 0.01% 373
2020
Q2 		$160K Buy
1,234
+306
+33% +$41.1K 0.02% 301
2020
Q1 		$123K Buy
+928
New +$137K 0.02% 301

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clearstead Advisors's HSY Position: Q1 2026 in Review

Clearstead Advisors reduced its Hershey (HSY) stake by 29% in Q1 2026, selling an estimated $350K and leaving 4,133 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #568.

Clearstead Advisors first reported a position in HSY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.13M in Q4 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Clearstead Advisors held 4,133 shares of Hershey worth $859K as of Q1 2026.
  • Clearstead Advisors sold 1,660 Hershey shares in Q1 2026, an estimated $350K.
  • Hershey made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #568 holding.
  • Clearstead Advisors first reported a position in Hershey in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Hershey position peaked at $1.13M in Q4 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.