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Intellectus Partners’s Hershey HSY Stock Holding History

Intellectus Partners’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 		$401K Sell
2,284
-191
-8% -$36K 0.07% 223
2026
Q1 		$515K Sell
2,475
-54
-2% -$11.4K 0.11% 195
2025
Q4 		$460K Sell
2,529
-3,333
-57% -$609K 0.09% 200
2025
Q3 		$1.1M Buy
5,862
+3,399
+138% +$618K 0.21% 119
2025
Q2 		$409K Sell
2,463
-4,072
-62% -$671K 0.09% 209
2025
Q1 		$1.12M Buy
6,535
+266
+4% +$43.5K 0.28% 107
2024
Q4 		$1.06M Buy
6,269
+394
+7% +$70.7K 0.24% 109
2024
Q3 		$1.13M Buy
5,875
+590
+11% +$115K 0.29% 101
2024
Q2 		$972K Buy
5,285
+532
+11% +$103K 0.27% 105
2024
Q1 		$924K Buy
4,753
+900
+23% +$174K 0.24% 122
2023
Q4 		$718K Buy
+3,853
New +$730K 0.21% 132
2021
Q4 		– Sell
-4,416
Closed -$747K – 280
2021
Q3 		$747K Buy
4,416
+5
+0.1% +$883 0.18% 144
2021
Q2 		$768K Buy
4,411
+110
+3% +$18.5K 0.17% 150
2021
Q1 		$680K Buy
4,301
+236
+6% +$35.5K 0.19% 153
2020
Q4 		$619K Buy
+4,065
New +$602K 0.19% 144
2019
Q3 		– Sell
-2,887
Closed -$387K – 198
2019
Q2 		$387K Sell
2,887
-1,392
-33% -$177K 0.17% 149
2019
Q1 		$491K Sell
4,279
-70
-2% -$7.62K 0.21% 122
2018
Q4 		$466K Sell
4,349
-253
-5% -$26.9K 0.32% 76
2018
Q3 		$469K Sell
4,602
-247
-5% -$24.4K 0.16% 151
2018
Q2 		$451K Buy
4,849
+915
+23% +$85.3K 0.16% 145
2018
Q1 		$389K Sell
3,934
-2,269
-37% -$234K 0.13% 165
2017
Q4 		$704K Buy
6,203
+4,866
+364% +$535K 0.26% 103
2017
Q3 		$146K Buy
1,337
+1,287
+2,574% +$137K 0.06% 262
2017
Q2 		$5K Buy
+50
New +$5.52K ﹤0.01% 664

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 $3.38T AUM 44.17% 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

Intellectus Partners's HSY Position: Q2 2026 in Review

Intellectus Partners reduced its Hershey (HSY) stake by 7.7% in Q2 2026, selling an estimated $36K and leaving 2,284 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #223.

Intellectus Partners first reported a position in HSY in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.13M in Q3 2024. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Intellectus Partners held 2,284 shares of Hershey worth $401K as of Q2 2026.
  • Intellectus Partners sold 191 Hershey shares in Q2 2026, an estimated $36K.
  • Hershey made up 0.07% of Intellectus Partners's portfolio in Q2 2026, its #223 holding.
  • Intellectus Partners first reported a position in Hershey in Q2 2017 and has held it in 24 quarters since.
  • Intellectus Partners's Hershey position peaked at $1.13M in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.