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Portside Wealth Group’s Hershey HSY Stock Holding History

Portside Wealth Group’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 		$348K Sell
1,986
-159
-7% -$30K 0.04% 375
2026
Q1 		$446K Buy
2,145
+292
+16% +$61.6K 0.06% 281
2025
Q4 		$337K Sell
1,853
-180
-9% -$32.9K 0.05% 336
2025
Q3 		$380K Buy
2,033
+566
+39% +$103K 0.05% 317
2025
Q2 		$243K Sell
1,467
-3,689
-72% -$608K 0.04% 400
2025
Q1 		$882K Buy
5,156
+894
+21% +$146K 0.14% 158
2024
Q4 		$722K Buy
4,262
+466
+12% +$83.6K 0.12% 182
2024
Q3 		$728K Sell
3,796
-58
-2% -$11.3K 0.12% 175
2024
Q2 		$708K Sell
3,854
-62
-2% -$12K 0.14% 159
2024
Q1 		$762K Buy
+3,916
New +$755K 0.14% 159

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

Portside Wealth Group's HSY Position: Q2 2026 in Review

Portside Wealth Group reduced its Hershey (HSY) stake by 7.4% in Q2 2026, selling an estimated $30K and leaving 1,986 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #375.

Portside Wealth Group first reported a position in HSY in Q1 2024 and has held it in 10 quarters since. The position peaked at $882K in Q1 2025. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Portside Wealth Group held 1,986 shares of Hershey worth $348K as of Q2 2026.
  • Portside Wealth Group sold 159 Hershey shares in Q2 2026, an estimated $30K.
  • Hershey made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #375 holding.
  • Portside Wealth Group first reported a position in Hershey in Q1 2024 and has held it in 10 quarters since.
  • Portside Wealth Group's Hershey position peaked at $882K in Q1 2025.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.