Fortitude Family Office’s Hershey HSY Stock Holding History

Fortitude Family Office’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	$13.7K	Buy	78 +4	+5%	+$754	﹤0.01%	661
2026 Q1	$15.4K	Buy	74 +38	+106%	+$8.01K	﹤0.01%	503
2025 Q4	$6.55K	Sell	36 -32	-47%	-$5.85K	﹤0.01%	726
2025 Q3	$12.7K	Buy	68 +42	+162%	+$7.63K	﹤0.01%	493
2025 Q2	$4.32K	Buy	26 +19	+271%	+$3.13K	﹤0.01%	844
2025 Q1	$1.2K	Sell	7 -156	-96%	-$25.5K	﹤0.01%	999
2024 Q4	$27.6K	Buy	163 +51	+46%	+$9.15K	0.01%	379
2024 Q3	$21.5K	Buy	+112	New	+$21.8K	0.01%	400
2024 Q1	–	Sell	-114	Closed	-$21.3K	–	1027
2023 Q4	$21.3K	Buy	+114	New	+$21.6K	0.02%	288

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fortitude Family Office's HSY Position: Q2 2026 in Review

Fortitude Family Office increased its Hershey (HSY) stake by 5.4% in Q2 2026, buying an estimated $754 and bringing the position to 78 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Fortitude Family Office first reported a position in HSY in Q4 2023 and has held it in 9 quarters since. The position peaked at $27.6K in Q4 2024. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Fortitude Family Office held 78 shares of Hershey worth $13.7K as of Q2 2026.
Fortitude Family Office bought 4 Hershey shares in Q2 2026, an estimated $754.
Hershey made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #661 holding.
Fortitude Family Office first reported a position in Hershey in Q4 2023 and has held it in 9 quarters since.
Fortitude Family Office's Hershey position peaked at $27.6K in Q4 2024.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.