LOWM
HSY icon

Laurel Oak Wealth Management’s Hershey HSY Stock Holding History

Laurel Oak Wealth Management’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 		$910K Buy
5,186
+548
+12% +$103K 0.13% 136
2026
Q1 		$964K Buy
4,638
+434
+10% +$91.5K 0.16% 110
2025
Q4 		$765K Buy
+4,204
New +$769K 0.13% 140

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Laurel Oak Wealth Management's HSY Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Hershey (HSY) stake by 12% in Q2 2026, buying an estimated $103K and bringing the position to 5,186 shares worth $910K. The position accounts for 0.13% of the portfolio, ranked #136.

Laurel Oak Wealth Management first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $964K in Q1 2026. 818 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Laurel Oak Wealth Management held 5,186 shares of Hershey worth $910K as of Q2 2026.
  • Laurel Oak Wealth Management bought 548 Hershey shares in Q2 2026, an estimated $103K.
  • Hershey made up 0.13% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Laurel Oak Wealth Management first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Hershey position peaked at $964K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.