MFG
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Merit Financial Group’s Hershey HSY Stock Holding History

Merit Financial 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
Q2 		$4.66M Sell
26,536
-1,180
-4% -$223K 0.03% 457
2026
Q1 		$5.76M Sell
27,716
-4,977
-15% -$1.05M 0.04% 352
2025
Q4 		$5.95M Buy
32,693
+67
+0.2% +$12.2K 0.05% 319
2025
Q3 		$6.1M Buy
32,626
+830
+3% +$151K 0.06% 268
2025
Q2 		$5.28M Buy
31,796
+3,952
+14% +$651K 0.06% 263
2025
Q1 		$4.76M Buy
27,844
+9,475
+52% +$1.55M 0.07% 231
2024
Q4 		$3.11M Buy
18,369
+8,171
+80% +$1.47M 0.06% 268
2024
Q3 		$1.96M Buy
10,198
+565
+6% +$110K 0.04% 277
2024
Q2 		$1.77M Buy
9,633
+1,335
+16% +$258K 0.04% 291
2024
Q1 		$1.64M Buy
8,298
+4,438
+115% +$856K 0.04% 297
2023
Q4 		$720K Buy
+3,860
New +$731K 0.02% 396
2023
Q3 		– Sell
-867
Closed -$217K – 763
2023
Q2 		$217K Buy
+867
New +$227K 0.01% 684

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

Merit Financial Group's HSY Position: Q2 2026 in Review

Merit Financial Group reduced its Hershey (HSY) stake by 4.3% in Q2 2026, selling an estimated $223K and leaving 26,536 shares worth $4.66M. The position accounts for 0.03% of the portfolio, ranked #457.

Merit Financial Group first reported a position in HSY in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.1M in Q3 2025. 422 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Merit Financial Group held 26,536 shares of Hershey worth $4.66M as of Q2 2026.
  • Merit Financial Group sold 1,180 Hershey shares in Q2 2026, an estimated $223K.
  • Hershey made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #457 holding.
  • Merit Financial Group first reported a position in Hershey in Q2 2023 and has held it in 12 quarters since.
  • Merit Financial Group's Hershey position peaked at $6.1M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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