GIA
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Gladstone Institutional Advisory’s Hershey HSY Stock Holding History

Gladstone Institutional Advisory’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 		$673K Buy
3,837
+2,841
+285% +$536K 0.02% 509
2026
Q1 		$207K Buy
+996
New +$210K 0.01% 792
2025
Q4 		– Sell
-1,153
Closed -$216K – 820
2025
Q3 		$216K Sell
1,153
-108
-9% -$19.6K 0.01% 743
2025
Q2 		$209K Sell
1,261
-102
-7% -$16.8K 0.01% 704
2025
Q1 		$233K Buy
+1,363
New +$223K 0.01% 648
2024
Q1 		– Sell
-3,749
Closed -$699K – 669
2023
Q4 		$699K Sell
3,749
-200
-5% -$37.9K 0.04% 353
2023
Q3 		$790K Sell
3,949
-202
-5% -$45.2K 0.05% 303
2023
Q2 		$1.04M Buy
4,151
+355
+9% +$93.1K 0.06% 268
2023
Q1 		$966K Sell
3,796
-574
-13% -$135K 0.06% 293
2022
Q4 		$1.01M Buy
4,370
+3,067
+235% +$707K 0.07% 270
2022
Q3 		$287K Sell
1,303
-141
-10% -$31.6K 0.02% 505
2022
Q2 		$311K Sell
1,444
-86
-6% -$18.7K 0.02% 497
2022
Q1 		$331K Buy
+1,530
New +$311K 0.02% 524

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

Gladstone Institutional Advisory's HSY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Hershey (HSY) stake by 285% in Q2 2026, buying an estimated $536K and bringing the position to 3,837 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #509.

Gladstone Institutional Advisory first reported a position in HSY in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.04M in Q2 2023. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Gladstone Institutional Advisory held 3,837 shares of Hershey worth $673K as of Q2 2026.
  • Gladstone Institutional Advisory bought 2,841 Hershey shares in Q2 2026, an estimated $536K.
  • Hershey made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #509 holding.
  • Gladstone Institutional Advisory first reported a position in Hershey in Q1 2022 and has held it in 13 quarters since.
  • Gladstone Institutional Advisory's Hershey position peaked at $1.04M in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.