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Ipsen Advisor Group’s Hershey HSY Stock Holding History

Ipsen Advisor 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
Q1 		$439K Sell
2,112
-2,112
-50% -$445K 0.31% 82
2025
Q4 		$769K Hold
4,224
– – 0.55% 45
2025
Q3 		$790K Hold
4,224
– – 0.57% 42
2025
Q2 		$701K Buy
+4,224
New +$696K 0.53% 46

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ipsen Advisor Group's HSY Position: Q1 2026 in Review

Ipsen Advisor Group reduced its Hershey (HSY) stake by 50% in Q1 2026, selling an estimated $445K and leaving 2,112 shares worth $439K. The position accounts for 0.31% of the portfolio, ranked #82.

Ipsen Advisor Group first reported a position in HSY in Q2 2025 and has held it in 4 quarters since. The position peaked at $790K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Ipsen Advisor Group held 2,112 shares of Hershey worth $439K as of Q1 2026.
  • Ipsen Advisor Group sold 2,112 Hershey shares in Q1 2026, an estimated $445K.
  • Hershey made up 0.31% of Ipsen Advisor Group's portfolio in Q1 2026, its #82 holding.
  • Ipsen Advisor Group first reported a position in Hershey in Q2 2025 and has held it in 4 quarters since.
  • Ipsen Advisor Group's Hershey position peaked at $790K in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.