Nvest Wealth Strategies’s Hershey HSY Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-1	Closed	-$208	–	391
2026 Q1	$208	Buy	+1	New	+$211	﹤0.01%	384

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Nvest Wealth Strategies's HSY Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Hershey (HSY) in Q2 2026, closing a stake of 1 share — an estimated $208 sold.

Nvest Wealth Strategies first reported a position in HSY in Q1 2026 and held it in 1 quarter. The position peaked at $208 in Q1 2026. 818 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Nvest Wealth Strategies reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 1 Hershey share in Q2 2026, an estimated $208.
Nvest Wealth Strategies first reported a position in Hershey in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Hershey position peaked at $208 in Q1 2026.
818 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.