Sage Financial Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
Sage Financial Group's HSY Position: Q1 2026 in Review
Sage Financial Group opened a new position in Hershey (HSY) in Q1 2026: 965 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #107 among its holdings. This is a return to the name: Sage Financial Group previously reported a position in HSY as recently as Q2 2023.
Sage Financial Group first reported a position in HSY in Q1 2014 and has held it in 39 quarters since. The position peaked at $251K in Q4 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Sage Financial Group held 965 shares of Hershey worth $201K as of Q1 2026.
- Hershey was a new Sage Financial Group position in Q1 2026.
- Hershey made up 0.01% of Sage Financial Group's portfolio in Q1 2026, its #107 holding.
- Sage Financial Group first reported a position in Hershey in Q1 2014 and has held it in 39 quarters since.
- Sage Financial Group's Hershey position peaked at $251K in Q4 2022.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.