Sage Financial Group’s Hershey HSY Stock Holding History

Sage Financial Group’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	–	Sell	-965	Closed	-$201K	–	111
2026 Q1	$201K	Buy	+965	New	+$204K	0.01%	107
2023 Q3	–	Sell	-965	Closed	-$241K	–	99
2023 Q2	$241K	Hold	965	–	–	0.03%	94
2023 Q1	$246K	Sell	965 -117	-11%	-$27.5K	0.03%	90
2022 Q4	$251K	Hold	1,082	–	–	0.03%	87
2022 Q3	$239K	Hold	1,082	–	–	0.03%	82
2022 Q2	$233K	Buy	1,082 +117	+12%	+$25.5K	0.03%	83
2022 Q1	$209K	Hold	965	–	–	0.02%	53
2021 Q4	$187K	Hold	965	–	–	0.02%	53
2021 Q3	$163K	Hold	965	–	–	0.02%	49
2021 Q2	$168K	Hold	965	–	–	0.02%	48
2021 Q1	$153K	Hold	965	–	–	0.02%	45
2020 Q4	$147K	Hold	965	–	–	0.02%	48
2020 Q3	$138K	Hold	965	–	–	0.02%	46
2020 Q2	$125K	Hold	965	–	–	0.02%	46
2020 Q1	$128K	Hold	965	–	–	0.02%	45
2019 Q4	$142K	Hold	965	–	–	0.02%	46
2019 Q3	$150K	Hold	965	–	–	0.02%	47
2019 Q2	$129K	Hold	965	–	–	0.02%	51
2019 Q1	$111K	Hold	965	–	–	0.02%	52
2018 Q4	$103K	Hold	965	–	–	0.02%	51
2018 Q3	$98K	Hold	965	–	–	0.02%	34
2018 Q2	$90K	Hold	965	–	–	0.02%	33
2018 Q1	$95K	Hold	965	–	–	0.02%	31
2017 Q4	$110K	Hold	965	–	–	0.02%	36
2017 Q3	$105K	Hold	965	–	–	0.02%	31
2017 Q2	$104K	Hold	965	–	–	0.02%	32
2017 Q1	$105K	Hold	965	–	–	0.03%	31
2016 Q4	$100K	Hold	965	–	–	0.03%	32
2016 Q3	$92K	Hold	965	–	–	0.03%	29
2016 Q2	$110K	Hold	965	–	–	0.03%	25
2016 Q1	$89K	Hold	965	–	–	0.03%	26
2015 Q4	$86K	Hold	965	–	–	0.03%	44
2015 Q3	$89K	Hold	965	–	–	0.03%	25
2015 Q2	$86K	Hold	965	–	–	0.04%	24
2015 Q1	$97K	Hold	965	–	–	0.05%	21
2014 Q4	$100K	Hold	965	–	–	0.04%	26
2014 Q3	$92K	Hold	965	–	–	0.05%	17
2014 Q2	$94K	Hold	965	–	–	0.05%	19
2014 Q1	$101K	Buy	+965	New	+$98.7K	0.06%	20

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sage Financial Group's HSY Position: Q2 2026 in Review

Sage Financial Group sold out of Hershey (HSY) in Q2 2026, closing a stake of 965 shares — an estimated $201K sold.

Sage Financial Group first reported a position in HSY in Q1 2014 and held it in 39 quarters. The position peaked at $251K in Q4 2022. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Sage Financial Group reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Sage Financial Group sold 965 Hershey shares in Q2 2026, an estimated $201K.
Sage Financial Group first reported a position in Hershey in Q1 2014 and held it in 39 quarters.
Sage Financial Group's Hershey position peaked at $251K in Q4 2022.
1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.