Private Wealth Management Group’s Hershey HSY Stock Holding History

Private Wealth Management 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	$10.2K	Hold	58	–	–	﹤0.01%	574
2026 Q1	$12.1K	Hold	58	–	–	﹤0.01%	471
2025 Q4	$10.6K	Hold	58	–	–	﹤0.01%	497
2025 Q3	$10.8K	Hold	58	–	–	﹤0.01%	481
2025 Q2	$9.63K	Hold	58	–	–	﹤0.01%	503
2025 Q1	$9.92K	Buy	58 +50	+625%	+$8.19K	﹤0.01%	475
2024 Q4	$1.35K	Sell	8 -28	-78%	-$5.02K	﹤0.01%	1216
2024 Q3	$6.91K	Hold	36	–	–	﹤0.01%	594
2024 Q2	$6.62K	Sell	36 -33	-48%	-$6.38K	﹤0.01%	599
2024 Q1	$13.4K	Hold	69	–	–	0.01%	346
2023 Q4	$12.9K	Buy	+69	New	+$13.1K	0.01%	356

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Private Wealth Management Group's HSY Position: Q2 2026 in Review

Private Wealth Management Group held its Hershey (HSY) position steady in Q2 2026 at 58 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Private Wealth Management Group first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4K in Q1 2024. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Private Wealth Management Group held 58 shares of Hershey worth $10.2K as of Q2 2026.
Private Wealth Management Group left its Hershey share count unchanged in Q2 2026.
Hershey made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #574 holding.
Private Wealth Management Group first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Hershey position peaked at $13.4K in Q1 2024.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.