NWWA
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New Wave Wealth Advisors’s Hershey HSY Stock Holding History

New Wave 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
Q2 		$358K Buy
2,040
+542
+36% +$102K 0.1% 164
2026
Q1 		$311K Buy
1,498
+140
+10% +$29.5K 0.11% 135
2025
Q4 		$247K Buy
1,358
+95
+8% +$17.4K 0.09% 158
2025
Q3 		$236K Buy
+1,263
New +$230K 0.09% 152

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

New Wave Wealth Advisors's HSY Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Hershey (HSY) stake by 36% in Q2 2026, buying an estimated $102K and bringing the position to 2,040 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #164.

New Wave Wealth Advisors first reported a position in HSY in Q3 2025 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • New Wave Wealth Advisors held 2,040 shares of Hershey worth $358K as of Q2 2026.
  • New Wave Wealth Advisors bought 542 Hershey shares in Q2 2026, an estimated $102K.
  • Hershey made up 0.1% of New Wave Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • New Wave Wealth Advisors first reported a position in Hershey in Q3 2025 and has held it in 4 quarters since.
  • 496 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.