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Sequoia Financial Advisors’s Hershey HSY Stock Holding History

Sequoia Financial 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 		$1.26M Sell
7,187
-1,227
-15% -$231K 0.01% 841
2026
Q1 		$1.75M Buy
8,414
+640
+8% +$135K 0.01% 659
2025
Q4 		$1.41M Buy
7,774
+1,624
+26% +$297K 0.01% 720
2025
Q3 		$1.15M Buy
6,150
+202
+3% +$36.7K 0.01% 720
2025
Q2 		$987K Buy
5,948
+439
+8% +$72.4K 0.01% 696
2025
Q1 		$942K Buy
5,509
+181
+3% +$29.6K 0.01% 637
2024
Q4 		$902K Buy
5,328
+1,370
+35% +$246K 0.01% 605
2024
Q3 		$759K Sell
3,958
-779
-16% -$151K 0.01% 622
2024
Q2 		$871K Sell
4,737
-2,064
-30% -$399K 0.01% 512
2024
Q1 		$1.32M Sell
6,801
-56,124
-89% -$10.8M 0.02% 414
2023
Q4 		$11.7M Buy
62,925
+60,755
+2,800% +$11.5M 0.15% 132
2023
Q3 		$434K Sell
2,170
-208
-9% -$46.6K 0.01% 558
2023
Q2 		$594K Buy
2,378
+266
+13% +$69.8K 0.01% 471
2023
Q1 		$537K Buy
2,112
+55
+3% +$12.9K 0.01% 447
2022
Q4 		$476K Buy
+2,057
New +$474K 0.01% 445
2022
Q2 		– Sell
-1,566
Closed -$339K – 630
2022
Q1 		$339K Buy
1,566
+350
+29% +$71.1K 0.01% 462
2021
Q4 		$235K Buy
+1,216
New +$220K 0.01% 509
2021
Q3 		– Sell
-1,149
Closed -$200K – 336
2021
Q2 		$200K Buy
+1,149
New +$194K 0.01% 454
2019
Q4 		– Sell
-1,305
Closed -$202K – 387
2019
Q3 		$202K Buy
+1,305
New +$197K 0.01% 338

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

Sequoia Financial Advisors's HSY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Hershey (HSY) stake by 15% in Q2 2026, selling an estimated $231K and leaving 7,187 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #841.

Sequoia Financial Advisors first reported a position in HSY in Q3 2019 and has held it in 19 quarters since. The position peaked at $11.7M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sequoia Financial Advisors held 7,187 shares of Hershey worth $1.26M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,227 Hershey shares in Q2 2026, an estimated $231K.
  • Hershey made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #841 holding.
  • Sequoia Financial Advisors first reported a position in Hershey in Q3 2019 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Hershey position peaked at $11.7M in Q4 2023.
  • 1,404 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.