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Intelligent Financial Strategies’s Hershey HSY Stock Holding History

Intelligent Financial Strategies’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 		$296K Sell
1,685
-440
-21% -$83K 0.14% 31
2026
Q1 		$442K Sell
2,125
-8
-0.4% -$1.69K 0.23% 26
2025
Q4 		$388K Sell
2,133
-456
-18% -$83.4K 0.19% 32
2025
Q3 		$484K Sell
2,589
-1,005
-28% -$183K 0.24% 28
2025
Q2 		$596K Sell
3,594
-862
-19% -$142K 0.32% 25
2025
Q1 		$762K Sell
4,456
-701
-14% -$115K 0.4% 21
2024
Q4 		$873K Sell
5,157
-190
-4% -$34.1K 0.48% 20
2024
Q3 		$1.03M Sell
5,347
-3
-0.1% -$583 0.56% 18
2024
Q2 		$984K Sell
5,350
-202
-4% -$39.1K 0.61% 18
2024
Q1 		$1.08M Sell
5,552
-35
-0.6% -$6.75K 0.67% 17
2023
Q4 		$1.04M Buy
5,587
+1
+0% +$189 0.73% 20
2023
Q3 		$1.12M Buy
5,586
+2
+0% +$448 0.83% 17
2023
Q2 		$1.39M Hold
5,584
– – 1.02% 17
2023
Q1 		$1.42M Sell
5,584
-40
-0.7% -$9.4K 1.11% 16
2022
Q4 		$1.3M Buy
5,624
+544
+11% +$125K 1.1% 19
2022
Q3 		$1.12M Buy
5,080
+1
+0% +$224 1.17% 20
2022
Q2 		$1.09M Sell
5,079
-270
-5% -$58.8K 1.11% 21
2022
Q1 		$1.16M Sell
5,349
-656
-11% -$133K 1.13% 20
2021
Q4 		$1.16M Buy
+6,005
New +$1.09M 1.05% 23

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

Intelligent Financial Strategies's HSY Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its Hershey (HSY) stake by 21% in Q2 2026, selling an estimated $83K and leaving 1,685 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #31.

Intelligent Financial Strategies first reported a position in HSY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q1 2023. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Intelligent Financial Strategies held 1,685 shares of Hershey worth $296K as of Q2 2026.
  • Intelligent Financial Strategies sold 440 Hershey shares in Q2 2026, an estimated $83K.
  • Hershey made up 0.14% of Intelligent Financial Strategies's portfolio in Q2 2026, its #31 holding.
  • Intelligent Financial Strategies first reported a position in Hershey in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Hershey position peaked at $1.42M in Q1 2023.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.