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Hennion & Walsh Asset Management’s Hershey HSY Stock Holding History

Hennion & Walsh Asset 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
Q3 		$1.2M Buy
7,608
+2,190
+40% +$386K 0.04% 522
2026
Q2 		$951K Buy
5,418
+1,558
+40% +$294K 0.03% 575
2026
Q1 		$802K Buy
3,860
+313
+9% +$66K 0.03% 567
2025
Q4 		$645K Sell
3,547
-206
-5% -$37.7K 0.02% 638
2025
Q3 		$702K Sell
3,753
-1,724
-31% -$313K 0.03% 598
2025
Q2 		$909K Sell
5,477
-1,180
-18% -$194K 0.04% 515
2025
Q1 		$1.14M Sell
6,657
-977
-13% -$160K 0.05% 445
2024
Q4 		$1.29M Buy
7,634
+896
+13% +$161K 0.06% 402
2024
Q3 		$1.29M Sell
6,738
-992
-13% -$193K 0.06% 394
2024
Q2 		$1.42M Sell
7,730
-2,331
-23% -$451K 0.07% 342
2024
Q1 		$1.96M Sell
10,061
-3,240
-24% -$625K 0.1% 262
2023
Q4 		$2.48M Sell
13,301
-3,904
-23% -$740K 0.14% 213
2023
Q3 		$3.44M Sell
17,205
-4,810
-22% -$1.08M 0.22% 113
2023
Q2 		$5.5M Buy
22,015
+1,810
+9% +$475K 0.33% 67
2023
Q1 		$5.14M Buy
20,205
+2,811
+16% +$660K 0.32% 75
2022
Q4 		$4.03M Buy
17,394
+3,635
+26% +$838K 0.25% 102
2022
Q3 		$3.03M Buy
13,759
+5,264
+62% +$1.18M 0.2% 139
2022
Q2 		$1.83M Buy
8,495
+3,463
+69% +$755K 0.11% 211
2022
Q1 		$1.09M Sell
5,032
-26
-0.5% -$5.28K 0.06% 326
2021
Q4 		$979K Sell
5,058
-237
-4% -$42.9K 0.05% 361
2021
Q3 		$896K Buy
5,295
+99
+2% +$17.5K 0.05% 372
2021
Q2 		$905K Buy
5,196
+320
+7% +$53.9K 0.05% 380
2021
Q1 		$771K Buy
+4,876
New +$734K 0.05% 412

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Hennion & Walsh Asset Management's HSY Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Hershey (HSY) stake by 40% in Q3 2026, buying an estimated $386K and bringing the position to 7,608 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #522.

Hennion & Walsh Asset Management first reported a position in HSY in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.5M in Q2 2023. 85 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Hennion & Walsh Asset Management held 7,608 shares of Hershey worth $1.2M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 2,190 Hershey shares in Q3 2026, an estimated $386K.
  • Hershey made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #522 holding.
  • Hennion & Walsh Asset Management first reported a position in Hershey in Q1 2021 and has held it in 23 quarters since.
  • Hennion & Walsh Asset Management's Hershey position peaked at $5.5M in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.