Envestnet Portfolio Solutions
HSY icon

Envestnet Portfolio Solutions’s Hershey HSY Stock Holding History

Envestnet Portfolio Solutions’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 		$3.01M Buy
17,171
+1,544
+10% +$291K 0.01% 424
2026
Q1 		$3.25M Sell
15,627
-9,220
-37% -$1.94M 0.02% 369
2025
Q4 		$4.52M Sell
24,847
-1,470
-6% -$269K 0.02% 377
2025
Q3 		$4.92M Buy
26,317
+13,133
+100% +$2.39M 0.02% 356
2025
Q2 		$2.19M Sell
13,184
-5,441
-29% -$897K 0.01% 542
2025
Q1 		$3.19M Buy
18,625
+1,390
+8% +$228K 0.01% 474
2024
Q4 		$2.92M Buy
17,235
+4,630
+37% +$830K 0.01% 544
2024
Q3 		$2.42M Sell
12,605
-385
-3% -$74.8K 0.01% 601
2024
Q2 		$2.39M Buy
12,990
+3,275
+34% +$634K 0.01% 583
2024
Q1 		$1.89M Buy
9,715
+3,445
+55% +$665K 0.01% 650
2023
Q4 		$1.17M Sell
6,270
-1,624
-21% -$308K ﹤0.01% 754
2023
Q3 		$1.58M Buy
+7,894
New +$1.77M 0.01% 618

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Envestnet Portfolio Solutions's HSY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Hershey (HSY) stake by 9.9% in Q2 2026, buying an estimated $291K and bringing the position to 17,171 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #424.

Envestnet Portfolio Solutions first reported a position in HSY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q3 2025. 268 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,171 shares of Hershey worth $3.01M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,544 Hershey shares in Q2 2026, an estimated $291K.
  • Hershey made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #424 holding.
  • Envestnet Portfolio Solutions first reported a position in Hershey in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Hershey position peaked at $4.92M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.