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Physician Wealth Advisors’s Hershey HSY Stock Holding History

Physician 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 		$8.77K Buy
50
+25
+100% +$4.71K ﹤0.01% 907
2026
Q1 		$5.2K Buy
25
+5
+25% +$1.05K ﹤0.01% 993
2025
Q4 		$3.64K Sell
20
-53
-73% -$9.69K ﹤0.01% 1078
2025
Q3 		$13.7K Buy
73
+63
+630% +$11.4K ﹤0.01% 664
2025
Q2 		$1.66K Buy
10
+5
+100% +$824 ﹤0.01% 1123
2025
Q1 		$856 Buy
+5
New +$819 ﹤0.01% 1194

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

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

Physician Wealth Advisors increased its Hershey (HSY) stake by 100% in Q2 2026, buying an estimated $4.71K and bringing the position to 50 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Physician Wealth Advisors first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.7K in Q3 2025. 302 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Physician Wealth Advisors held 50 shares of Hershey worth $8.77K as of Q2 2026.
  • Physician Wealth Advisors bought 25 Hershey shares in Q2 2026, an estimated $4.71K.
  • Hershey made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #907 holding.
  • Physician Wealth Advisors first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Hershey position peaked at $13.7K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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