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Provenance Wealth Advisors’s Hershey HSY Stock Holding History

Provenance 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 		$1.93K Buy
+11
New +$2.07K ﹤0.01% 449
2025
Q4 		– Sell
-10
Closed -$1.87K – 435
2025
Q3 		$1.87K Hold
10
– – ﹤0.01% 402
2025
Q2 		$1.66K Hold
10
– – ﹤0.01% 391
2025
Q1 		$1.71K Hold
10
– – ﹤0.01% 415
2024
Q4 		$1.69K Hold
10
– – ﹤0.01% 439
2024
Q3 		$1.92K Buy
+10
New +$1.94K ﹤0.01% 465
2024
Q2 		– Sell
-10
Closed -$1.95K – 529
2024
Q1 		$1.95K Buy
+10
New +$1.93K ﹤0.01% 410

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

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

Provenance Wealth Advisors opened a new position in Hershey (HSY) in Q2 2026: 11 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in HSY as recently as Q3 2025.

Provenance Wealth Advisors first reported a position in HSY in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.95K in Q1 2024. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Provenance Wealth Advisors held 11 shares of Hershey worth $1.93K as of Q2 2026.
  • Hershey was a new Provenance Wealth Advisors position in Q2 2026.
  • Hershey made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #449 holding.
  • Provenance Wealth Advisors first reported a position in Hershey in Q1 2024 and has held it in 7 quarters since.
  • Provenance Wealth Advisors's Hershey position peaked at $1.95K in Q1 2024.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.