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Shah Wealth Advisors, LLC’s Hershey HSY Stock Holding History

Shah Wealth Advisors, LLC’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 		$348K Buy
+1,982
New +$374K 0.08% 64

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Shah Wealth Advisors, LLC's HSY Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Hershey (HSY) in Q2 2026: 1,982 shares worth $348K. The stake represents 0.08% of the portfolio and ranks #64 among its holdings.

883 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Shah Wealth Advisors, LLC held 1,982 shares of Hershey worth $348K as of Q2 2026.
  • Hershey was a new Shah Wealth Advisors, LLC position in Q2 2026.
  • Hershey made up 0.08% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #64 holding.
  • 883 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.