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Soltis Investment Advisors’s Hershey HSY Stock Holding History

Soltis Investment 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 		$9.73M Buy
55,484
+7,318
+15% +$1.38M 0.54% 43
2026
Q1 		$10M Buy
48,166
+1,110
+2% +$234K 0.63% 31
2025
Q4 		$8.56M Buy
47,056
+1,852
+4% +$339K 0.56% 36
2025
Q3 		$8.46M Buy
45,204
+1,934
+4% +$351K 0.58% 36
2025
Q2 		$7.18M Sell
43,270
-2,722
-6% -$449K 0.56% 41
2025
Q1 		$7.87M Buy
45,992
+3,964
+9% +$649K 0.7% 33
2024
Q4 		$7.12M Sell
42,028
-2,311
-5% -$414K 0.66% 32
2024
Q3 		$8.5M Buy
44,339
+15,497
+54% +$3.01M 0.83% 22
2024
Q2 		$5.3M Buy
28,842
+8,981
+45% +$1.74M 0.56% 55
2024
Q1 		$3.86M Buy
19,861
+16,829
+555% +$3.25M 0.43% 77
2023
Q4 		$565K Buy
3,032
+286
+10% +$54.2K 0.06% 175
2023
Q3 		$549K Buy
+2,746
New +$615K 0.07% 165

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

Soltis Investment Advisors's HSY Position: Q2 2026 in Review

Soltis Investment Advisors increased its Hershey (HSY) stake by 15% in Q2 2026, buying an estimated $1.38M and bringing the position to 55,484 shares worth $9.73M. The position accounts for 0.54% of the portfolio, ranked #43.

Soltis Investment Advisors first reported a position in HSY in Q3 2023 and has held it in 12 quarters since. The position peaked at $10M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Soltis Investment Advisors held 55,484 shares of Hershey worth $9.73M as of Q2 2026.
  • Soltis Investment Advisors bought 7,318 Hershey shares in Q2 2026, an estimated $1.38M.
  • Hershey made up 0.54% of Soltis Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Soltis Investment Advisors first reported a position in Hershey in Q3 2023 and has held it in 12 quarters since.
  • Soltis Investment Advisors's Hershey position peaked at $10M in Q1 2026.
  • 1,411 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.