SOA Wealth Advisors’s Hershey HSY Stock Holding History

SOA Wealth 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 Q1	$1.39K	Hold	7	–	–	﹤0.01%	728
2025 Q4	$1.21K	Hold	7	–	–	﹤0.01%	744
2025 Q3	$1.24K	Hold	7	–	–	﹤0.01%	755
2025 Q2	$1.09K	Sell	7 -23	-77%	-$3.79K	﹤0.01%	749
2025 Q1	$5.05K	Buy	30 +1	+3%	+$164	﹤0.01%	633
2024 Q4	$4.99K	Hold	29	–	–	﹤0.01%	621
2024 Q3	$5.64K	Hold	29	–	–	﹤0.01%	596
2024 Q2	$5.4K	Hold	29	–	–	﹤0.01%	599
2024 Q1	$5.7K	Hold	29	–	–	﹤0.01%	602
2023 Q4	$5.46K	Hold	29	–	–	﹤0.01%	588
2023 Q3	$5.85K	Hold	29	–	–	﹤0.01%	595
2023 Q2	$7.29K	Hold	29	–	–	﹤0.01%	570
2023 Q1	$7.42K	Sell	29 -19	-40%	-$4.46K	﹤0.01%	567
2022 Q4	$11.2K	Hold	48	–	–	﹤0.01%	506
2022 Q3	$10K	Hold	48	–	–	﹤0.01%	508
2022 Q2	$10K	Sell	48 -69	-59%	-$15K	﹤0.01%	495
2022 Q1	$25K	Hold	117	–	–	0.01%	422
2021 Q4	$22K	Hold	117	–	–	0.01%	435
2021 Q3	$19K	Hold	117	–	–	﹤0.01%	466
2021 Q2	$20K	Sell	117 -1	-0.8%	-$168	0.01%	462
2021 Q1	$18K	Sell	118 -86	-42%	-$13K	0.01%	421
2020 Q4	$30K	Buy	+204	New	+$30.2K	0.01%	333

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SOA Wealth Advisors's HSY Position: Q1 2026 in Review

SOA Wealth Advisors held its Hershey (HSY) position steady in Q1 2026 at 7 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

SOA Wealth Advisors first reported a position in HSY in Q4 2020 and has held it in 22 quarters since. The position peaked at $30K in Q4 2020. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

SOA Wealth Advisors held 7 shares of Hershey worth $1.39K as of Q1 2026.
SOA Wealth Advisors left its Hershey share count unchanged in Q1 2026.
Hershey made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #728 holding.
SOA Wealth Advisors first reported a position in Hershey in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Hershey position peaked at $30K in Q4 2020.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.