IWN
HSY icon

Independent Wealth Network’s Hershey HSY Stock Holding History

Independent Wealth Network’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 		$742K Buy
4,229
+31
+0.7% +$5.85K 0.19% 137
2026
Q1 		$873K Buy
4,198
+40
+1% +$8.44K 0.26% 106
2025
Q4 		$757K Buy
4,158
+72
+2% +$13.2K 0.23% 108
2025
Q3 		$764K Buy
4,086
+36
+0.9% +$6.54K 0.25% 106
2025
Q2 		$672K Buy
4,050
+7
+0.2% +$1.15K 0.24% 100
2025
Q1 		$691K Buy
4,043
+92
+2% +$15.1K 0.28% 88
2024
Q4 		$669K Sell
3,951
-347
-8% -$62.2K 0.27% 88
2024
Q3 		$824K Buy
4,298
+65
+2% +$12.6K 0.36% 71
2024
Q2 		$778K Sell
4,233
-81
-2% -$15.7K 0.36% 76
2024
Q1 		$839K Sell
4,314
-118
-3% -$22.8K 0.39% 66
2023
Q4 		$826K Buy
4,432
+1,200
+37% +$227K 0.43% 59
2023
Q3 		$647K Sell
3,232
-835
-21% -$187K 0.4% 62
2023
Q2 		$1.02M Sell
4,067
-94
-2% -$24.7K 0.61% 41
2023
Q1 		$1.06M Sell
4,161
-592
-12% -$139K 0.68% 31
2022
Q4 		$1.1M Buy
4,753
+638
+16% +$147K 0.75% 30
2022
Q3 		$907K Sell
4,115
-703
-15% -$158K 0.71% 31
2022
Q2 		$1.04M Buy
4,818
+1,000
+26% +$218K 0.75% 32
2022
Q1 		$827K Buy
3,818
+632
+20% +$128K 0.53% 45
2021
Q4 		$616K Buy
3,186
+49
+2% +$8.87K 0.38% 66
2021
Q3 		$554K Buy
+3,137
New +$554K 0.36% 77

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

Independent Wealth Network's HSY Position: Q2 2026 in Review

Independent Wealth Network increased its Hershey (HSY) stake by 0.74% in Q2 2026, buying an estimated $5.85K and bringing the position to 4,229 shares worth $742K. The position accounts for 0.19% of the portfolio, ranked #137.

Independent Wealth Network first reported a position in HSY in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2022. 345 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Independent Wealth Network held 4,229 shares of Hershey worth $742K as of Q2 2026.
  • Independent Wealth Network bought 31 Hershey shares in Q2 2026, an estimated $5.85K.
  • Hershey made up 0.19% of Independent Wealth Network's portfolio in Q2 2026, its #137 holding.
  • Independent Wealth Network first reported a position in Hershey in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Hershey position peaked at $1.1M in Q4 2022.
  • 345 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.