DWM
HSY icon

Dogwood Wealth Management’s Hershey HSY Stock Holding History

Dogwood Wealth Management’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 		$2.46K Sell
14
-7
-33% -$1.32K ﹤0.01% 630
2026
Q1 		$4.37K Sell
21
-1
-5% -$211 ﹤0.01% 505
2025
Q4 		$4K Sell
22
-9
-29% -$1.65K ﹤0.01% 463
2025
Q3 		$5.8K Buy
31
+20
+182% +$3.63K ﹤0.01% 371
2025
Q2 		$1.87K Buy
11
+2
+22% +$330 ﹤0.01% 566
2025
Q1 		$1.54K Buy
+9
New +$1.47K ﹤0.01% 392
2024
Q4 		– Hold
0
– -$3 – 461
2024
Q3 		– Hold
0
– – – 403
2024
Q2 		– Hold
0
– – – 433
2024
Q1 		– Hold
0
– – – 425
2023
Q4 		– Hold
0
– – – 391

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return