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LifeGuide Financial Advisors’s Hershey HSY Stock Holding History

LifeGuide Financial 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 		$473K Buy
2,698
+20
+0.7% +$3.77K 0.13% 31
2026
Q1 		$557K Buy
2,678
+2
+0.1% +$422 0.18% 28
2025
Q4 		$488K Sell
2,676
-238
-8% -$43.5K 0.16% 29
2025
Q3 		$512K Hold
2,914
– – 0.19% 34
2025
Q2 		$484K Buy
2,914
+482
+20% +$79.4K 0.18% 34
2025
Q1 		$416K Buy
2,432
+14
+0.6% +$2.29K 0.17% 31
2024
Q4 		$409K Buy
2,418
+19
+0.8% +$3.41K 0.18% 31
2024
Q3 		$460K Buy
2,399
+19
+0.8% +$3.69K 0.2% 30
2024
Q2 		$437K Buy
2,380
+2
+0.1% +$387 0.21% 29
2024
Q1 		$462K Buy
2,378
+8
+0.3% +$1.54K 0.23% 28
2023
Q4 		$442K Buy
2,370
+19
+0.8% +$3.6K 0.23% 33
2023
Q3 		$470K Buy
2,351
+31
+1% +$6.94K 0.27% 28
2023
Q2 		$579K Buy
2,320
+1
+0% +$262 0.39% 23
2023
Q1 		$590K Buy
2,319
+10
+0.4% +$2.35K 0.47% 18
2022
Q4 		$535K Buy
2,309
+6
+0.3% +$1.38K 0.46% 18
2022
Q3 		$508K Buy
2,303
+5
+0.2% +$1.12K 0.5% 16
2022
Q2 		$495K Buy
2,298
+10
+0.4% +$2.18K 0.45% 16
2022
Q1 		$496K Hold
2,288
– – 0.38% 18
2021
Q4 		$443K Buy
+2,288
New +$414K 0.33% 18

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

LifeGuide Financial Advisors's HSY Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Hershey (HSY) stake by 0.75% in Q2 2026, buying an estimated $3.77K and bringing the position to 2,698 shares worth $473K. The position accounts for 0.13% of the portfolio, ranked #31.

LifeGuide Financial Advisors first reported a position in HSY in Q4 2021 and has held it in 19 quarters since. The position peaked at $590K in Q1 2023. 204 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • LifeGuide Financial Advisors held 2,698 shares of Hershey worth $473K as of Q2 2026.
  • LifeGuide Financial Advisors bought 20 Hershey shares in Q2 2026, an estimated $3.77K.
  • Hershey made up 0.13% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • LifeGuide Financial Advisors first reported a position in Hershey in Q4 2021 and has held it in 19 quarters since.
  • LifeGuide Financial Advisors's Hershey position peaked at $590K in Q1 2023.
  • 204 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.