Forum Financial Management’s Hershey HSY Stock Holding History

Forum Financial Management’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	$581K	Sell	3,311 -78	-2%	-$14.7K	0.01%	190
2026 Q1	$704K	Sell	3,389 -1,386	-29%	-$292K	0.01%	159
2025 Q4	$869K	Hold	4,775	–	–	0.01%	280
2025 Q3	$893K	Buy	4,775 +289	+6%	+$52.5K	0.01%	263
2025 Q2	$744K	Sell	4,486 -311	-6%	-$51.3K	0.01%	284
2025 Q1	$820K	Buy	4,797 +229	+5%	+$37.5K	0.01%	237
2024 Q4	$774K	Buy	4,568 +438	+11%	+$78.5K	0.01%	254
2024 Q3	$792K	Buy	4,130 +64	+2%	+$12.4K	0.01%	221
2024 Q2	$747K	Buy	4,066 +44	+1%	+$8.51K	0.01%	219
2024 Q1	$782K	Buy	4,022 +28	+0.7%	+$5.4K	0.01%	227
2023 Q4	$745K	Sell	3,994 -9	-0.2%	-$1.71K	0.01%	202
2023 Q3	$801K	Buy	4,003 +18	+0.5%	+$4.03K	0.02%	185
2023 Q2	$995K	Buy	3,985 +17	+0.4%	+$4.46K	0.02%	162
2023 Q1	$1.01M	Buy	+3,968	New	+$932K	0.03%	142

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

Forum Financial Management's HSY Position: Q2 2026 in Review

Forum Financial Management reduced its Hershey (HSY) stake by 2.3% in Q2 2026, selling an estimated $14.7K and leaving 3,311 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #190.

Forum Financial Management first reported a position in HSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2023. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Forum Financial Management held 3,311 shares of Hershey worth $581K as of Q2 2026.
Forum Financial Management sold 78 Hershey shares in Q2 2026, an estimated $14.7K.
Hershey made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #190 holding.
Forum Financial Management first reported a position in Hershey in Q1 2023 and has held it in 14 quarters since.
Forum Financial Management's Hershey position peaked at $1.01M in Q1 2023.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.