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Marshall Financial Group (Maryland)’s Hershey HSY Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.26M Sell
18,556
-20
-0.1% -$3.77K 0.47% 44
2026
Q1 		$3.86M Buy
+18,576
New +$3.92M 0.62% 30
2025
Q2 		– Sell
-6,829
Closed -$1.17M – 260
2025
Q1 		$1.17M Buy
6,829
+1,652
+32% +$270K 0.26% 92
2024
Q4 		$877K Buy
5,177
+261
+5% +$46.8K 0.21% 123
2024
Q3 		$943K Buy
4,916
+83
+2% +$16.1K 0.23% 124
2024
Q2 		$889K Buy
4,833
+356
+8% +$68.9K 0.25% 106
2024
Q1 		$871K Buy
4,477
+346
+8% +$66.7K 0.25% 111
2023
Q4 		$770K Buy
4,131
+171
+4% +$32.4K 0.25% 109
2023
Q3 		$792K Buy
3,960
+53
+1% +$11.9K 0.29% 89
2023
Q2 		$976K Buy
3,907
+94
+2% +$24.7K 0.33% 74
2023
Q1 		$970K Sell
3,813
-1,163
-23% -$273K 0.35% 70
2022
Q4 		$1.15M Buy
4,976
+360
+8% +$83K 0.45% 69
2022
Q3 		$1.02M Sell
4,616
-19
-0.4% -$4.26K 0.43% 63
2022
Q2 		$997K Sell
4,635
-1,013
-18% -$221K 0.4% 69
2022
Q1 		$1.22M Buy
5,648
+6
+0.1% +$1.22K 0.5% 68
2021
Q4 		$1.09M Buy
5,642
+841
+18% +$152K 0.4% 87
2021
Q3 		$813K Buy
4,801
+408
+9% +$72.1K 0.42% 77
2021
Q2 		$765K Buy
+4,393
New +$740K 0.41% 77

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Marshall Financial Group (Maryland)'s HSY Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Hershey (HSY) stake by 0.11% in Q2 2026, selling an estimated $3.77K and leaving 18,556 shares worth $3.26M. The position accounts for 0.47% of the portfolio, ranked #44.

Marshall Financial Group (Maryland) first reported a position in HSY in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.86M in Q1 2026. 403 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Marshall Financial Group (Maryland) held 18,556 shares of Hershey worth $3.26M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 20 Hershey shares in Q2 2026, an estimated $3.77K.
  • Hershey made up 0.47% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #44 holding.
  • Marshall Financial Group (Maryland) first reported a position in Hershey in Q2 2021 and has held it in 18 quarters since.
  • Marshall Financial Group (Maryland)'s Hershey position peaked at $3.86M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.