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Dana Investment Advisors’s Hershey HSY Stock Holding History

Dana 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
Q1 		$3.34M Sell
16,065
-75
-0.5% -$15.8K 0.1% 234
2025
Q4 		$2.94M Sell
16,140
-650
-4% -$119K 0.09% 244
2025
Q3 		$3.14M Buy
16,790
+75
+0.4% +$13.6K 0.09% 227
2025
Q2 		$2.77M Sell
16,715
-620
-4% -$102K 0.09% 236
2025
Q1 		$2.96M Sell
17,335
-205
-1% -$33.6K 0.11% 222
2024
Q4 		$2.97M Buy
17,540
+860
+5% +$154K 0.1% 237
2024
Q3 		$3.2M Buy
16,680
+595
+4% +$116K 0.11% 227
2024
Q2 		$2.96M Buy
16,085
+12,247
+319% +$2.37M 0.1% 228
2024
Q1 		$746K Buy
3,838
+1,752
+84% +$338K 0.02% 405
2023
Q4 		$389K Buy
+2,086
New +$395K 0.02% 351

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

Dana Investment Advisors's HSY Position: Q1 2026 in Review

Dana Investment Advisors reduced its Hershey (HSY) stake by 0.46% in Q1 2026, selling an estimated $15.8K and leaving 16,065 shares worth $3.34M. The position accounts for 0.1% of the portfolio, ranked #234.

Dana Investment Advisors first reported a position in HSY in Q4 2023 and has held it in 10 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Dana Investment Advisors held 16,065 shares of Hershey worth $3.34M as of Q1 2026.
  • Dana Investment Advisors sold 75 Hershey shares in Q1 2026, an estimated $15.8K.
  • Hershey made up 0.1% of Dana Investment Advisors's portfolio in Q1 2026, its #234 holding.
  • Dana Investment Advisors first reported a position in Hershey in Q4 2023 and has held it in 10 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.