MN Wealth Advisors
HSY icon

MN Wealth Advisors’s Hershey HSY Stock Holding History

MN Wealth 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
Q3 		$212K Sell
1,344
-172
-11% -$30.3K 0.09% 135
2026
Q2 		$266K Sell
1,516
-31
-2% -$5.85K 0.11% 112
2026
Q1 		$322K Buy
1,547
+10
+0.7% +$2.11K 0.16% 95
2025
Q4 		$280K Buy
1,537
+44
+3% +$8.04K 0.14% 93
2025
Q3 		$279K Buy
1,493
+109
+8% +$19.8K 0.15% 95
2025
Q2 		$230K Sell
1,384
-84
-6% -$13.8K 0.13% 103
2025
Q1 		$251K Sell
1,468
-461
-24% -$75.5K 0.15% 94
2024
Q4 		$327K Buy
1,929
+6
+0.3% +$1.08K 0.18% 76
2024
Q3 		$369K Buy
1,923
+11
+0.6% +$2.14K 0.21% 70
2024
Q2 		$352K Buy
1,912
+122
+7% +$23.6K 0.2% 74
2024
Q1 		$348K Buy
1,790
+86
+5% +$16.6K 0.22% 72
2023
Q4 		$318K Buy
+1,704
New +$323K 0.22% 67

Other funds holding HSY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

MN Wealth Advisors's HSY Position: Q3 2026 in Review

MN Wealth Advisors reduced its Hershey (HSY) stake by 11% in Q3 2026, selling an estimated $30.3K and leaving 1,344 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #135.

MN Wealth Advisors first reported a position in HSY in Q4 2023 and has held it in 12 quarters since. The position peaked at $369K in Q3 2024. 518 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • MN Wealth Advisors held 1,344 shares of Hershey worth $212K as of Q3 2026.
  • MN Wealth Advisors sold 172 Hershey shares in Q3 2026, an estimated $30.3K.
  • Hershey made up 0.09% of MN Wealth Advisors's portfolio in Q3 2026, its #135 holding.
  • MN Wealth Advisors first reported a position in Hershey in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's Hershey position peaked at $369K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.