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Secure Asset Management’s Hershey HSY Stock Holding History

Secure Asset Management’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
-1,164
Closed -$242K – 350
2026
Q1 		$242K Sell
1,164
-80
-6% -$16.9K 0.04% 277
2025
Q4 		$226K Buy
1,244
+172
+16% +$31.4K 0.04% 317
2025
Q3 		$202K Buy
+1,072
New +$195K 0.03% 298
2024
Q3 		– Sell
-1,108
Closed -$204K – 314
2024
Q2 		$204K Buy
+1,108
New +$214K 0.04% 272
2020
Q1 		– Sell
-1,866
Closed -$274K – 131
2019
Q4 		$274K Buy
+1,866
New +$277K 0.19% 125

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return