Oxler Private Wealth
HSY icon

Oxler Private Wealth’s Hershey HSY Stock Holding History

Oxler Private Wealth’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 		$838K Buy
5,315
+44
+0.8% +$7.75K 0.23% 48
2026
Q2 		$925K Buy
5,271
+41
+0.8% +$7.73K 0.26% 45
2026
Q1 		$1.09M Buy
5,230
+35
+0.7% +$7.38K 0.34% 38
2025
Q4 		$945K Buy
5,195
+39
+0.8% +$7.13K 0.27% 43
2025
Q3 		$964K Buy
5,156
+38
+0.7% +$6.9K 0.28% 43
2025
Q2 		$849K Buy
5,118
+40
+0.8% +$6.59K 0.27% 46
2025
Q1 		$868K Buy
5,078
+41
+0.8% +$6.71K 0.31% 46
2024
Q4 		$853K Sell
5,037
-293
-5% -$52.5K 0.28% 46
2024
Q3 		$1.02M Buy
5,330
+36
+0.7% +$7K 0.36% 44
2024
Q2 		$973K Buy
5,294
+39
+0.7% +$7.55K 0.36% 44
2024
Q1 		$1.02M Buy
+5,255
New +$1.01M 0.4% 45
2023
Q4 		– Sell
-5,185
Closed -$1.04M – 81
2023
Q3 		$1.04M Buy
5,185
+29
+0.6% +$6.49K 0.52% 42
2023
Q2 		$1.29M Buy
5,156
+21
+0.4% +$5.51K 0.61% 42
2023
Q1 		$1.31M Buy
5,135
+22
+0.4% +$5.17K 0.65% 44
2022
Q4 		$1.18M Buy
5,113
+22
+0.4% +$5.07K 0.64% 42
2022
Q3 		$1.12M Buy
5,091
+24
+0.5% +$5.38K 0.63% 42
2022
Q2 		$1.09M Buy
5,067
+21
+0.4% +$4.58K 0.52% 48
2022
Q1 		$1.09M Buy
5,046
+22
+0.4% +$4.47K 0.49% 54
2021
Q4 		$972K Buy
5,024
+24
+0.5% +$4.35K 0.4% 64
2021
Q3 		$846K Hold
5,000
– – 0.37% 73
2021
Q2 		$870K Hold
5,000
– – 0.38% 75
2021
Q1 		$790K Hold
5,000
– – 0.4% 68
2020
Q4 		$761K Buy
+5,000
New +$740K 0.43% 51

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Oxler Private Wealth's HSY Position: Q3 2026 in Review

Oxler Private Wealth increased its Hershey (HSY) stake by 0.83% in Q3 2026, buying an estimated $7.75K and bringing the position to 5,315 shares worth $838K. The position accounts for 0.23% of the portfolio, ranked #48.

Oxler Private Wealth first reported a position in HSY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q1 2023. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Oxler Private Wealth held 5,315 shares of Hershey worth $838K as of Q3 2026.
  • Oxler Private Wealth bought 44 Hershey shares in Q3 2026, an estimated $7.75K.
  • Hershey made up 0.23% of Oxler Private Wealth's portfolio in Q3 2026, its #48 holding.
  • Oxler Private Wealth first reported a position in Hershey in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Hershey position peaked at $1.31M in Q1 2023.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.