Portus Wealth Advisors’s Hershey HSY Stock Holding History

Portus 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	–	Sell	-2	Closed	-$416	–	261
2026 Q1	$416	Buy	+2	New	+$422	﹤0.01%	495

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

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

Portus Wealth Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 2 shares — an estimated $416 sold.

Portus Wealth Advisors first reported a position in HSY in Q1 2026 and held it in 1 quarter. The position peaked at $416 in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Portus Wealth Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 2 Hershey shares in Q2 2026, an estimated $416.
Portus Wealth Advisors first reported a position in Hershey in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Hershey position peaked at $416 in Q1 2026.
1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.