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Planned Solutions’s Hershey HSY Stock Holding History

Planned Solutions’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 		– Sell
-1,538
Closed -$320K – 161
2026
Q1 		$320K Hold
1,538
– – 0.1% 99
2025
Q4 		$280K Buy
1,538
+77
+5% +$14.1K 0.09% 105
2025
Q3 		$273K Buy
1,461
+2
+0.1% +$363 0.09% 103
2025
Q2 		$242K Buy
+1,459
New +$240K 0.09% 103
2024
Q4 		– Sell
-52
Closed -$9.97K – 340
2024
Q3 		$9.97K Buy
+52
New +$10.1K ﹤0.01% 450
2024
Q1 		– Sell
-52
Closed -$9.7K – 284
2023
Q4 		$9.7K Buy
+52
New +$9.85K ﹤0.01% 425

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Planned Solutions's HSY Position: Q2 2026 in Review

Planned Solutions sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,538 shares — an estimated $320K sold.

Planned Solutions first reported a position in HSY in Q4 2023 and held it in 6 quarters. The position peaked at $320K in Q1 2026. 204 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Planned Solutions reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Planned Solutions sold 1,538 Hershey shares in Q2 2026, an estimated $320K.
  • Planned Solutions first reported a position in Hershey in Q4 2023 and held it in 6 quarters.
  • Planned Solutions's Hershey position peaked at $320K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.