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Savvy Advisors Inc’s Hershey HSY Stock Holding History

Savvy Advisors Inc’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 		$294K Sell
1,674
-122
-7% -$23K 0.01% 1005
2026
Q1 		$373K Buy
1,796
+449
+33% +$94.7K 0.01% 777
2025
Q4 		$245K Buy
1,347
+106
+9% +$19.4K 0.01% 865
2025
Q3 		$232K Sell
1,241
-189
-13% -$34.3K 0.01% 730
2025
Q2 		$237K Buy
+1,430
New +$236K 0.02% 541
2025
Q1 		– Sell
-1,230
Closed -$208K – 528
2024
Q4 		$208K Sell
1,230
-137
-10% -$24.6K 0.03% 428
2024
Q3 		$262K Buy
+1,367
New +$266K 0.05% 283

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 $3.37T AUM 44.26% 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

Savvy Advisors Inc's HSY Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Hershey (HSY) stake by 6.8% in Q2 2026, selling an estimated $23K and leaving 1,674 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #1005.

Savvy Advisors Inc first reported a position in HSY in Q3 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Savvy Advisors Inc held 1,674 shares of Hershey worth $294K as of Q2 2026.
  • Savvy Advisors Inc sold 122 Hershey shares in Q2 2026, an estimated $23K.
  • Hershey made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1005 holding.
  • Savvy Advisors Inc first reported a position in Hershey in Q3 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Hershey position peaked at $373K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.