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Innovative Asset Advisors Group’s Hershey HSY Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-451
Closed -$93.7K – 614
2026
Q1 		$93.7K Buy
+451
New +$95.1K 0.05% 217

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Innovative Asset Advisors Group's HSY Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Hershey (HSY) in Q2 2026, closing a stake of 451 shares — an estimated $93.7K sold.

Innovative Asset Advisors Group first reported a position in HSY in Q1 2026 and held it in 1 quarter. The position peaked at $93.7K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 451 Hershey shares in Q2 2026, an estimated $93.7K.
  • Innovative Asset Advisors Group first reported a position in Hershey in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Hershey position peaked at $93.7K in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.