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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
Q2 		$311K Buy
1,771
+217
+14% +$40.9K 0.08% 118
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
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 $3.38T AUM 44.17% 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

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

Rooted Wealth Advisors increased its Hershey (HSY) stake by 14% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,771 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #118.

Rooted Wealth Advisors first reported a position in HSY in Q4 2022 and has held it in 10 quarters since. The position peaked at $332K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Rooted Wealth Advisors held 1,771 shares of Hershey worth $311K as of Q2 2026.
  • Rooted Wealth Advisors bought 217 Hershey shares in Q2 2026, an estimated $40.9K.
  • Hershey made up 0.08% of Rooted Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Rooted Wealth Advisors first reported a position in Hershey in Q4 2022 and has held it in 10 quarters since.
  • Rooted Wealth Advisors's Hershey position peaked at $332K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.