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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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Inspirion Wealth Advisors's HSY Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Hershey (HSY) stake by 0.54% in Q2 2026, buying an estimated $2.45K and bringing the position to 2,424 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #119.

Inspirion Wealth Advisors first reported a position in HSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $537K in Q2 2023. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Inspirion Wealth Advisors held 2,424 shares of Hershey worth $433K as of Q2 2026.
  • Inspirion Wealth Advisors bought 13 Hershey shares in Q2 2026, an estimated $2.45K.
  • Hershey made up 0.05% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Inspirion Wealth Advisors first reported a position in Hershey in Q1 2023 and has held it in 14 quarters since.
  • Inspirion Wealth Advisors's Hershey position peaked at $537K in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.