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Elwood & Goetz Wealth Advisory Group’s Hershey HSY Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		– Sell
-1,123
Closed -$233K – 151
2026
Q1 		$233K Sell
1,123
-23
-2% -$4.85K 0.04% 129
2025
Q4 		$209K Buy
1,146
+41
+4% +$7.5K 0.04% 134
2025
Q3 		$207K Buy
+1,105
New +$201K 0.04% 130

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's HSY Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,123 shares — an estimated $233K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in HSY in Q3 2025 and held it in 3 quarters. The position peaked at $233K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,123 Hershey shares in Q2 2026, an estimated $233K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Hershey in Q3 2025 and held it in 3 quarters.
  • Elwood & Goetz Wealth Advisory Group's Hershey position peaked at $233K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.