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Principia Wealth Advisory’s Hershey HSY Stock Holding History

Principia Wealth Advisory’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 		$1.23K Sell
7
-2
-22% -$377 ﹤0.01% 719
2026
Q1 		$1.87K Buy
9
+2
+29% +$422 ﹤0.01% 539
2025
Q4 		$1.27K Buy
7
+1
+17% +$183 ﹤0.01% 597
2025
Q3 		$1.12K Hold
6
– – ﹤0.01% 607
2025
Q2 		$996 Buy
6
+3
+100% +$494 ﹤0.01% 574
2025
Q1 		$492 Hold
3
– – ﹤0.01% 578
2024
Q4 		$508 Buy
+3
New +$538 ﹤0.01% 542

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principia Wealth Advisory's HSY Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Hershey (HSY) stake by 22% in Q2 2026, selling an estimated $377 and leaving 7 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Principia Wealth Advisory first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of Hershey worth $1.23K as of Q2 2026.
  • Principia Wealth Advisory sold 2 Hershey shares in Q2 2026, an estimated $377.
  • Hershey made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #719 holding.
  • Principia Wealth Advisory first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Hershey position peaked at $1.87K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.