Elevation Wealth Partners’s Hershey HSY Stock Holding History

Elevation 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	$2.12K	Buy	12 +10	+500%	+$1.89K	﹤0.01%	1195
2026 Q1	$427	Buy	+2	New	+$422	﹤0.01%	1050
2025 Q4	–	Sell	-4	Closed	-$731	–	957
2025 Q3	$758	Buy	+4	New	+$727	﹤0.01%	769
2025 Q2	–	Hold	0	–	–	–	481
2025 Q1	–	Hold	0	–	–	–	491
2024 Q4	–	Hold	0	–	–	–	496
2024 Q3	–	Sell	-21	Closed	-$4.08K	–	475
2024 Q2	$3.87K	Buy	+21	New	+$4.06K	﹤0.01%	399
2024 Q1	–	Hold	0	–	–	–	475
2023 Q4	–	Hold	0	–	–	–	440
2023 Q3	–	Hold	0	–	–	–	341
2023 Q2	–	Hold	0	–	–	–	341
2023 Q1	–	Hold	0	–	–	–	342

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

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

Elevation Wealth Partners increased its Hershey (HSY) stake by 500% in Q2 2026, buying an estimated $1.89K and bringing the position to 12 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Elevation Wealth Partners first reported a position in HSY in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.87K in Q2 2024. 408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Elevation Wealth Partners held 12 shares of Hershey worth $2.12K as of Q2 2026.
Elevation Wealth Partners bought 10 Hershey shares in Q2 2026, an estimated $1.89K.
Hershey made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1195 holding.
Elevation Wealth Partners first reported a position in Hershey in Q2 2024 and has held it in 4 quarters since.
Elevation Wealth Partners's Hershey position peaked at $3.87K in Q2 2024.
408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.