Guardian Asset Advisors’s Hershey HSY Stock Holding History

Guardian Asset 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	$859K	Buy	4,896 +534	+12%	+$101K	0.4%	54
2026 Q1	$907K	Sell	4,362 -398	-8%	-$83.9K	0.53%	40
2025 Q4	$866K	Buy	4,760 +196	+4%	+$35.8K	0.45%	48
2025 Q3	$854K	Sell	4,564 -46	-1%	-$8.36K	0.46%	48
2025 Q2	$765K	Buy	4,610 +133	+3%	+$21.9K	0.44%	46
2025 Q1	$766K	Sell	4,477 -49	-1%	-$8.02K	0.5%	42
2024 Q4	$766K	Sell	4,526 -4,382	-49%	-$786K	0.49%	41
2024 Q3	$1.71M	Buy	8,908 +1,357	+18%	+$264K	1.16%	19
2024 Q2	$1.39M	Buy	7,551 +833	+12%	+$161K	1.02%	22
2024 Q1	$1.31M	Buy	6,718 +928	+16%	+$179K	1.08%	24
2023 Q4	$1.08M	Buy	+5,790	New	+$1.1M	1.01%	26

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

Guardian Asset Advisors's HSY Position: Q2 2026 in Review

Guardian Asset Advisors increased its Hershey (HSY) stake by 12% in Q2 2026, buying an estimated $101K and bringing the position to 4,896 shares worth $859K. The position accounts for 0.4% of the portfolio, ranked #54.

Guardian Asset Advisors first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2024. 345 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Guardian Asset Advisors held 4,896 shares of Hershey worth $859K as of Q2 2026.
Guardian Asset Advisors bought 534 Hershey shares in Q2 2026, an estimated $101K.
Hershey made up 0.4% of Guardian Asset Advisors's portfolio in Q2 2026, its #54 holding.
Guardian Asset Advisors first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's Hershey position peaked at $1.71M in Q3 2024.
345 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.