IWA
HSY icon

Inspirion Wealth Advisors’s Hershey HSY Stock Holding History

Inspirion Wealth 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 		$433K Buy
2,424
+13
+0.5% +$2.45K 0.05% 119
2026
Q1 		$501K Buy
2,411
+11
+0.5% +$2.32K 0.06% 105
2025
Q4 		$437K Buy
2,400
+45
+2% +$8.23K 0.05% 112
2025
Q3 		$452K Sell
2,355
-43
-2% -$7.81K 0.06% 101
2025
Q2 		$398K Buy
2,398
+12
+0.5% +$1.98K 0.05% 109
2025
Q1 		$408K Buy
2,386
+19
+0.8% +$3.11K 0.06% 106
2024
Q4 		$392K Buy
2,367
+12
+0.5% +$2.15K 0.05% 108
2024
Q3 		$452K Buy
2,355
+210
+10% +$40.8K 0.06% 101
2024
Q2 		$394K Buy
2,145
+11
+0.5% +$2.13K 0.06% 100
2024
Q1 		$415K Sell
2,134
-38
-2% -$7.33K 0.07% 98
2023
Q4 		$417K Buy
2,172
+20
+0.9% +$3.79K 0.08% 92
2023
Q3 		$431K Hold
2,152
– – 0.08% 90
2023
Q2 		$537K Buy
2,152
+106
+5% +$27.8K 0.1% 80
2023
Q1 		$521K Buy
+2,046
New +$481K 0.1% 79

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return