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SageView Advisory Group’s Hershey HSY Stock Holding History

SageView Advisory 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
Q1 		– Sell
-316
Closed -$57.6K – 1397
2025
Q4 		$57.6K Buy
+316
New +$57.8K ﹤0.01% 1018
2024
Q2 		– Sell
-14,071
Closed -$273K – 611
2024
Q1 		$273K Buy
+14,071
New +$2.71M 0.01% 433

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SageView Advisory Group's HSY Position: Q1 2026 in Review

SageView Advisory Group sold out of Hershey (HSY) in Q1 2026, closing a stake of 316 shares — an estimated $57.6K sold.

SageView Advisory Group first reported a position in HSY in Q1 2024 and held it in 2 quarters. The position peaked at $273K in Q1 2024. 1,480 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • SageView Advisory Group reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 316 Hershey shares in Q1 2026, an estimated $57.6K.
  • SageView Advisory Group first reported a position in Hershey in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Hershey position peaked at $273K in Q1 2024.
  • 1,480 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.