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Robertson Stephens Wealth Management’s Hershey HSY Stock Holding History

Robertson Stephens Wealth Management’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 		$258K Sell
1,470
-4
-0.3% -$754 0.01% 561
2026
Q1 		$306K Buy
1,474
+39
+3% +$8.22K 0.01% 510
2025
Q4 		$261K Sell
1,435
-1,141
-44% -$209K 0.01% 545
2025
Q3 		$482K Sell
2,576
-74
-3% -$13.4K 0.01% 365
2025
Q2 		$440K Buy
2,650
+11
+0.4% +$1.81K 0.01% 386
2025
Q1 		$451K Sell
2,639
-145
-5% -$23.7K 0.02% 379
2024
Q4 		$471K Buy
2,784
+1
+0% +$179 0.02% 367
2024
Q3 		$534K Sell
2,783
-41
-1% -$7.97K 0.02% 400
2024
Q2 		$519K Sell
2,824
-18
-0.6% -$3.48K 0.03% 327
2024
Q1 		$553K Sell
2,842
-9,356
-77% -$1.8M 0.03% 329
2023
Q4 		$2.27M Sell
12,198
-16,564
-58% -$3.14M 0.14% 128
2023
Q3 		$5.75M Buy
28,762
+23
+0.1% +$5.15K 0.39% 55
2023
Q2 		$7.18M Buy
28,739
+25,788
+874% +$6.76M 0.51% 39
2023
Q1 		$751K Buy
2,951
+363
+14% +$85.3K 0.06% 236
2022
Q4 		$599K Sell
2,588
-26
-1% -$5.99K 0.06% 237
2022
Q3 		$576K Buy
2,614
+22
+0.8% +$4.93K 0.06% 206
2022
Q2 		$557K Buy
2,592
+1,154
+80% +$251K 0.05% 228
2022
Q1 		$311K Buy
1,438
+8
+0.6% +$1.63K 0.03% 307
2021
Q4 		$276K Sell
1,430
-11
-0.8% -$1.99K 0.02% 330
2021
Q3 		$243K Sell
1,441
-89
-6% -$15.7K 0.03% 281
2021
Q2 		$266K Buy
1,530
+84
+6% +$14.1K 0.03% 280
2021
Q1 		$228K Buy
1,446
+46
+3% +$6.93K 0.04% 265
2020
Q4 		$213K Hold
1,400
– – 0.04% 237
2020
Q3 		$200K Buy
+1,400
New +$199K 0.05% 232

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

Robertson Stephens Wealth Management's HSY Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Hershey (HSY) stake by 0.27% in Q2 2026, selling an estimated $754 and leaving 1,470 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #561.

Robertson Stephens Wealth Management first reported a position in HSY in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.18M in Q2 2023. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,470 shares of Hershey worth $258K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 4 Hershey shares in Q2 2026, an estimated $754.
  • Hershey made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Robertson Stephens Wealth Management first reported a position in Hershey in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's Hershey position peaked at $7.18M in Q2 2023.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.