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Perigon Wealth Management’s Hershey HSY Stock Holding History

Perigon Wealth Management’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 		$422K Sell
2,404
-164
-6% -$30.9K 0.01% 973
2026
Q1 		$534K Buy
2,568
+81
+3% +$17.1K 0.01% 773
2025
Q4 		$453K Sell
2,487
-128
-5% -$23.4K 0.01% 845
2025
Q3 		$489K Buy
2,615
+669
+34% +$122K 0.01% 752
2025
Q2 		$323K Sell
1,946
-5,347
-73% -$881K 0.01% 817
2025
Q1 		$1.25M Buy
7,293
+5,661
+347% +$927K 0.03% 404
2024
Q4 		$251K Sell
1,632
-170
-9% -$30.5K 0.01% 880
2024
Q3 		$346K Sell
1,802
-32
-2% -$6.22K 0.01% 732
2024
Q2 		$337K Buy
1,834
+137
+8% +$26.5K 0.01% 649
2024
Q1 		$330K Buy
1,697
+354
+26% +$68.3K 0.01% 658
2023
Q4 		$250K Sell
1,343
-112
-8% -$21.2K 0.01% 722
2023
Q3 		$291K Sell
1,455
-305
-17% -$68.3K 0.01% 596
2023
Q2 		$439K Buy
1,760
+223
+15% +$58.5K 0.02% 492
2023
Q1 		$391K Buy
1,537
+2
+0.1% +$470 0.02% 452
2022
Q4 		$355K Buy
1,535
+358
+30% +$82.5K 0.02% 480
2022
Q3 		$259K Buy
1,177
+30
+3% +$6.72K 0.02% 464
2022
Q2 		$247K Buy
1,147
+125
+12% +$27.2K 0.02% 480
2022
Q1 		$221K Buy
+1,022
New +$208K 0.02% 559
2021
Q1 		– Sell
-815
Closed -$124K – 733
2020
Q4 		$124K Buy
+815
New +$121K 0.01% 496
2020
Q3 		– Sell
-2,713
Closed -$352K – 391
2020
Q2 		$352K Buy
2,713
+1,000
+58% +$134K 0.06% 243
2020
Q1 		$247K Buy
+1,713
New +$253K 0.05% 271
2019
Q1 		– Sell
-3,000
Closed -$313K – 228
2018
Q4 		$313K Buy
+3,000
New +$319K 0.08% 160

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 $3.38T AUM 44.17% 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

Perigon Wealth Management's HSY Position: Q2 2026 in Review

Perigon Wealth Management reduced its Hershey (HSY) stake by 6.4% in Q2 2026, selling an estimated $30.9K and leaving 2,404 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #973.

Perigon Wealth Management first reported a position in HSY in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.25M in Q1 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Perigon Wealth Management held 2,404 shares of Hershey worth $422K as of Q2 2026.
  • Perigon Wealth Management sold 164 Hershey shares in Q2 2026, an estimated $30.9K.
  • Hershey made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #973 holding.
  • Perigon Wealth Management first reported a position in Hershey in Q4 2018 and has held it in 22 quarters since.
  • Perigon Wealth Management's Hershey position peaked at $1.25M in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.