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Secured Retirement Advisors’s Hershey HSY Stock Holding History

Secured Retirement Advisors’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
-1,344
Closed -$279K – 144
2026
Q1 		$279K Buy
+1,344
New +$283K 0.16% 121

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Secured Retirement Advisors's HSY Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,344 shares — an estimated $279K sold.

Secured Retirement Advisors first reported a position in HSY in Q1 2026 and held it in 1 quarter. The position peaked at $279K in Q1 2026. 268 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 1,344 Hershey shares in Q2 2026, an estimated $279K.
  • Secured Retirement Advisors first reported a position in Hershey in Q1 2026 and held it in 1 quarter.
  • Secured Retirement Advisors's Hershey position peaked at $279K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.