SSWM
HSY icon

Sheets Smith Wealth Management’s Hershey HSY Stock Holding History

Sheets Smith Wealth 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 		$376K Buy
2,145
+1
+0% +$189 0.04% 326
2026
Q1 		$446K Sell
2,144
-117
-5% -$24.7K 0.05% 306
2025
Q4 		$411K Sell
2,261
-169
-7% -$30.9K 0.05% 303
2025
Q3 		$455K Sell
2,430
-188
-7% -$34.2K 0.05% 291
2025
Q2 		$434K Sell
2,618
-29
-1% -$4.78K 0.05% 300
2025
Q1 		$453K Buy
2,647
+10
+0.4% +$1.64K 0.06% 262
2024
Q4 		$447K Buy
2,637
+23
+0.9% +$4.13K 0.05% 275
2024
Q3 		$501K Buy
2,614
+597
+30% +$116K 0.06% 253
2024
Q2 		$371K Buy
+2,017
New +$390K 0.04% 289

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 $80.2B 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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
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 $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return