EWA
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EverSource Wealth Advisors’s Hershey HSY Stock Holding History

EverSource Wealth 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
Q2 		$78.8K Sell
449
-20
-4% -$3.77K ﹤0.01% 1510
2026
Q1 		$97.4K Buy
469
+93
+25% +$19.6K ﹤0.01% 1441
2025
Q4 		$68.4K Sell
376
-219
-37% -$40K ﹤0.01% 1528
2025
Q3 		$111K Sell
595
-102
-15% -$18.5K ﹤0.01% 1225
2025
Q2 		$116K Buy
697
+117
+20% +$19.3K 0.01% 1125
2025
Q1 		$99.2K Buy
580
+20
+4% +$3.27K 0.01% 918
2024
Q4 		$94.8K Sell
560
-1,728
-76% -$310K 0.01% 923
2024
Q3 		$439K Buy
2,288
+71
+3% +$13.8K 0.03% 356
2024
Q2 		$438K Buy
2,217
+180
+9% +$34.8K 0.03% 344
2024
Q1 		$395K Buy
2,037
+1,830
+884% +$353K 0.03% 320
2023
Q4 		$38.6K Buy
207
+12
+6% +$2.27K ﹤0.01% 999
2023
Q3 		$39K Sell
195
-102
-34% -$22.8K ﹤0.01% 909
2023
Q2 		$74.2K Buy
297
+19
+7% +$4.98K 0.01% 685
2023
Q1 		$70.7K Buy
278
+9
+3% +$2.11K 0.01% 665
2022
Q4 		$62.3K Buy
269
+125
+87% +$28.8K 0.01% 670
2022
Q3 		$32K Buy
144
+10
+7% +$2.24K 0.01% 750
2022
Q2 		$29K Hold
134
– – 0.01% 736
2022
Q1 		$29K Buy
134
+8
+6% +$1.63K 0.01% 579
2021
Q4 		$25K Buy
+126
New +$22.8K 0.01% 596

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EverSource Wealth Advisors's HSY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hershey (HSY) stake by 4.3% in Q2 2026, selling an estimated $3.77K and leaving 449 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

EverSource Wealth Advisors first reported a position in HSY in Q4 2021 and has held it in 19 quarters since. The position peaked at $439K in Q3 2024. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • EverSource Wealth Advisors held 449 shares of Hershey worth $78.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 20 Hershey shares in Q2 2026, an estimated $3.77K.
  • Hershey made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1510 holding.
  • EverSource Wealth Advisors first reported a position in Hershey in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Hershey position peaked at $439K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.