Confluence Wealth Services’s Hershey HSY Stock Holding History

Confluence Wealth Services’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	$1.03M	Buy	5,861 +3,969	+210%	+$748K	0.03%	226
2026 Q1	$393K	Hold	1,892	–	–	0.02%	294
2025 Q4	$344K	Sell	1,892 -323	-15%	-$59K	0.01%	302
2025 Q3	$414K	Buy	+2,215	New	+$402K	0.02%	276
2024 Q3	–	Sell	-1,605	Closed	-$295K	–	351
2024 Q2	$295K	Buy	+1,605	New	+$311K	0.02%	297
2022 Q1	–	Sell	-107	Closed	-$20K	–	640
2021 Q4	$20K	Buy	+107	New	+$19.4K	0.01%	728

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

Confluence Wealth Services's HSY Position: Q2 2026 in Review

Confluence Wealth Services increased its Hershey (HSY) stake by 210% in Q2 2026, buying an estimated $748K and bringing the position to 5,861 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #226.

Confluence Wealth Services first reported a position in HSY in Q4 2021 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Confluence Wealth Services held 5,861 shares of Hershey worth $1.03M as of Q2 2026.
Confluence Wealth Services bought 3,969 Hershey shares in Q2 2026, an estimated $748K.
Hershey made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #226 holding.
Confluence Wealth Services first reported a position in Hershey in Q4 2021 and has held it in 6 quarters since.
386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.