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LifeSteps Financial’s Hershey HSY Stock Holding History

LifeSteps Financial’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 		$8.95K Buy
+51
New +$9.62K ﹤0.01% 434
2024
Q2 		– Sell
-51
Closed -$9.92K – 219
2024
Q1 		$9.92K Buy
+51
New +$9.84K 0.01% 295

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

LifeSteps Financial's HSY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Hershey (HSY) in Q2 2026: 51 shares worth $8.95K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in HSY as recently as Q1 2024.

LifeSteps Financial first reported a position in HSY in Q1 2024 and has held it in 2 quarters since. The position peaked at $9.92K in Q1 2024. 252 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • LifeSteps Financial held 51 shares of Hershey worth $8.95K as of Q2 2026.
  • Hershey was a new LifeSteps Financial position in Q2 2026.
  • Hershey made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #434 holding.
  • LifeSteps Financial first reported a position in Hershey in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Hershey position peaked at $9.92K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.