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Peterson Wealth Services’s Hershey HSY Stock Holding History

Peterson Wealth Services’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 		$3.51K Hold
20
– – ﹤0.01% 217
2026
Q1 		$4.16K Hold
20
– – ﹤0.01% 194
2025
Q4 		$3.64K Sell
20
-9,557
-100% -$1.75M ﹤0.01% 197
2025
Q3 		$3.74K Buy
9,577
+9,557
+47,785% +$1.74M ﹤0.01% 196
2025
Q2 		$3.32K Buy
+20
New +$3.3K ﹤0.01% 191

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Peterson Wealth Services's HSY Position: Q2 2026 in Review

Peterson Wealth Services held its Hershey (HSY) position steady in Q2 2026 at 20 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Peterson Wealth Services first reported a position in HSY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.16K in Q1 2026. 414 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Peterson Wealth Services held 20 shares of Hershey worth $3.51K as of Q2 2026.
  • Peterson Wealth Services left its Hershey share count unchanged in Q2 2026.
  • Hershey made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #217 holding.
  • Peterson Wealth Services first reported a position in Hershey in Q2 2025 and has held it in 5 quarters since.
  • Peterson Wealth Services's Hershey position peaked at $4.16K in Q1 2026.
  • 414 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.