Rooted Wealth Advisors’s Hershey HSY Stock Holding History

Rooted 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 Q1	$298K	Sell	1,554 -61	-4%	-$12.9K	0.08%	116
2025 Q4	$332K	Buy	1,615 +60	+4%	+$11K	0.09%	105
2025 Q3	$303K	Buy	1,555 +206	+15%	+$37.4K	0.09%	96
2025 Q2	$222K	Buy	+1,349	New	+$222K	0.08%	100
2024 Q3	–	Sell	-1,274	Closed	-$246K	–	99
2024 Q2	$246K	Buy	1,274 +219	+21%	+$42.4K	0.11%	77
2024 Q1	$212K	Buy	+1,055	New	+$204K	0.1%	78
2023 Q3	–	Sell	-930	Closed	-$231K	–	77
2023 Q2	$231K	Sell	930 -11	-1%	-$2.88K	0.16%	70
2023 Q1	$241K	Sell	941 -459	-33%	-$108K	0.18%	71
2022 Q4	$324K	Buy	+1,400	New	+$323K	0.27%	48

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rooted Wealth Advisors's HSY Position: Q1 2026 in Review

Rooted Wealth Advisors reduced its Hershey (HSY) stake by 3.8% in Q1 2026, selling an estimated $12.9K and leaving 1,554 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #116.

Rooted Wealth Advisors first reported a position in HSY in Q4 2022 and has held it in 9 quarters since. The position peaked at $332K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Rooted Wealth Advisors held 1,554 shares of Hershey worth $298K as of Q1 2026.
Rooted Wealth Advisors sold 61 Hershey shares in Q1 2026, an estimated $12.9K.
Hershey made up 0.08% of Rooted Wealth Advisors's portfolio in Q1 2026, its #116 holding.
Rooted Wealth Advisors first reported a position in Hershey in Q4 2022 and has held it in 9 quarters since.
Rooted Wealth Advisors's Hershey position peaked at $332K in Q4 2025.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.