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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Opal Wealth Advisors's HSY Position: Q2 2026 in Review

Opal Wealth Advisors increased its Hershey (HSY) stake by 109% in Q2 2026, buying an estimated $122K and bringing the position to 1,242 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #204.

Opal Wealth Advisors first reported a position in HSY in Q2 2024 and has held it in 4 quarters since. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Opal Wealth Advisors held 1,242 shares of Hershey worth $218K as of Q2 2026.
  • Opal Wealth Advisors bought 647 Hershey shares in Q2 2026, an estimated $122K.
  • Hershey made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • Opal Wealth Advisors first reported a position in Hershey in Q2 2024 and has held it in 4 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.