Retirement Wealth Solutions
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Retirement Wealth Solutions’s Hershey HSY Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.26K Buy
8
+5
+167% +$881 ﹤0.01% 694
2026
Q2 		$527 Sell
3
-3
-50% -$566 ﹤0.01% 728
2026
Q1 		$1.25K Buy
6
+5
+500% +$1.05K ﹤0.01% 602
2025
Q4 		$182 Sell
1
-3
-75% -$548 ﹤0.01% 737
2025
Q3 		$749 Buy
+4
New +$727 ﹤0.01% 627

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Retirement Wealth Solutions's HSY Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Hershey (HSY) stake by 167% in Q3 2026, buying an estimated $881 and bringing the position to 8 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Retirement Wealth Solutions first reported a position in HSY in Q3 2025 and has held it in 5 quarters since. 838 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Retirement Wealth Solutions held 8 shares of Hershey worth $1.26K as of Q3 2026.
  • Retirement Wealth Solutions bought 5 Hershey shares in Q3 2026, an estimated $881.
  • Hershey made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #694 holding.
  • Retirement Wealth Solutions first reported a position in Hershey in Q3 2025 and has held it in 5 quarters since.
  • 838 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.