Opal Wealth Advisors
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Opal Wealth Advisors’s Hershey HSY Stock Holding History

Opal 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 		– Sell
-1,242
Closed -$218K – 236
2026
Q2 		$218K Buy
1,242
+647
+109% +$122K 0.05% 204
2026
Q1 		$124K Buy
+595
New +$125K 0.03% 256
2025
Q3 		– Sell
-521
Closed -$86.5K – 346
2025
Q2 		$86.5K Buy
+521
New +$85.9K 0.02% 293
2024
Q3 		– Sell
-107
Closed -$19.7K – 632
2024
Q2 		$19.7K Buy
+107
New +$20.7K 0.01% 514

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

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

Opal Wealth Advisors sold out of Hershey (HSY) in Q3 2026, closing a stake of 1,242 shares — an estimated $218K sold.

Opal Wealth Advisors first reported a position in HSY in Q2 2024 and held it in 4 quarters. The position peaked at $218K in Q2 2026. 327 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Opal Wealth Advisors reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,242 Hershey shares in Q3 2026, an estimated $218K.
  • Opal Wealth Advisors first reported a position in Hershey in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Hershey position peaked at $218K in Q2 2026.
  • 327 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.