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Innovative Advisory Group, LLC’s Hershey HSY Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-464
Closed -$84.5K – 112
2025
Q4 		$84.5K Sell
464
-11
-2% -$2.01K 0.05% 56
2025
Q3 		$88.9K Hold
475
– – 0.05% 57
2025
Q2 		$78.8K Buy
475
+275
+138% +$45.3K 0.07% 52
2025
Q1 		$34.2K Sell
200
-16,435
-99% -$2.69M 0.03% 72
2024
Q4 		$2.82M Buy
+16,635
New +$2.98M 2.45% 10

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Innovative Advisory Group, LLC's HSY Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Hershey (HSY) in Q1 2026, closing a stake of 464 shares — an estimated $84.5K sold.

Innovative Advisory Group, LLC first reported a position in HSY in Q4 2024 and held it in 5 quarters. The position peaked at $2.82M in Q4 2024. 1,480 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 464 Hershey shares in Q1 2026, an estimated $84.5K.
  • Innovative Advisory Group, LLC first reported a position in Hershey in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Hershey position peaked at $2.82M in Q4 2024.
  • 1,480 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.