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SageGuard Financial Group’s Hershey HSY Stock Holding History

SageGuard 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 		$638K Sell
3,639
-205
-5% -$38.7K 0.09% 126
2026
Q1 		$799K Sell
3,844
-196
-5% -$41.3K 0.12% 105
2025
Q4 		$735K Buy
+4,040
New +$739K 0.12% 97

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

SageGuard Financial Group reduced its Hershey (HSY) stake by 5.3% in Q2 2026, selling an estimated $38.7K and leaving 3,639 shares worth $638K. The position accounts for 0.09% of the portfolio, ranked #126.

SageGuard Financial Group first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $799K in Q1 2026. 818 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • SageGuard Financial Group held 3,639 shares of Hershey worth $638K as of Q2 2026.
  • SageGuard Financial Group sold 205 Hershey shares in Q2 2026, an estimated $38.7K.
  • Hershey made up 0.09% of SageGuard Financial Group's portfolio in Q2 2026, its #126 holding.
  • SageGuard Financial Group first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Hershey position peaked at $799K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.