PlanVest Financial’s Hershey HSY Stock Holding History

PlanVest Financial’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	$35.1K	Hold	200	–	–	0.02%	270
2026 Q1	$41.6K	Buy	+200	New	+$42.2K	0.03%	229

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PlanVest Financial's HSY Position: Q2 2026 in Review

PlanVest Financial held its Hershey (HSY) position steady in Q2 2026 at 200 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #270.

PlanVest Financial first reported a position in HSY in Q1 2026 and has held it in 2 quarters since. The position peaked at $41.6K in Q1 2026. 1,379 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

PlanVest Financial held 200 shares of Hershey worth $35.1K as of Q2 2026.
PlanVest Financial left its Hershey share count unchanged in Q2 2026.
Hershey made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #270 holding.
PlanVest Financial first reported a position in Hershey in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Hershey position peaked at $41.6K in Q1 2026.
1,379 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.