Fortis Group Advisors’s Hershey HSY Stock Holding History

Fortis Group 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	$123K	Hold	702	–	–	0.02%	275
2026 Q1	$146K	Hold	702	–	–	0.02%	275
2025 Q4	$128K	Hold	702	–	–	0.02%	278
2025 Q3	$131K	Hold	702	–	–	0.02%	233
2025 Q2	$116K	Sell	702 -30	-4%	-$4.95K	0.02%	223
2025 Q1	$125K	Hold	732	–	–	0.02%	193
2024 Q4	$124K	Hold	732	–	–	0.02%	193
2024 Q3	$140K	Hold	732	–	–	0.03%	180
2024 Q2	$135K	Hold	732	–	–	0.03%	183
2024 Q1	$142K	Sell	732 -15,491	-95%	-$2.99M	0.03%	198
2023 Q4	$4.03M	Buy	16,223 +732	+5%	+$139K	1%	17
2023 Q3	$3.9M	Sell	15,491 -8,873	-36%	-$1.99M	1.2%	16
2023 Q2	$6.08M	Buy	24,364 +9,430	+63%	+$2.47M	1.61%	16
2023 Q1	$4.08M	Buy	+14,934	New	+$3.51M	1.23%	18
2020 Q3	$130K	Buy	+910	New	+$129K	0.03%	191

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's HSY Position: Q2 2026 in Review

Fortis Group Advisors held its Hershey (HSY) position steady in Q2 2026 at 702 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #275.

Fortis Group Advisors first reported a position in HSY in Q3 2020 and has held it in 15 quarters since. The position peaked at $6.08M in Q2 2023. 1,403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Fortis Group Advisors held 702 shares of Hershey worth $123K as of Q2 2026.
Fortis Group Advisors left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.02% of Fortis Group Advisors's portfolio in Q2 2026, its #275 holding.
Fortis Group Advisors first reported a position in Hershey in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Hershey position peaked at $6.08M in Q2 2023.
1,403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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