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Sound View Wealth Advisors Group’s Hershey HSY Stock Holding History

Sound View Wealth Advisors Group’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 		$848K Sell
4,078
-214
-5% -$45.1K 0.06% 208
2025
Q4 		$781K Buy
4,292
+4
+0.1% +$731 0.05% 220
2025
Q3 		$802K Buy
4,288
+7
+0.2% +$1.27K 0.06% 219
2025
Q2 		$710K Sell
4,281
-70
-2% -$11.5K 0.05% 228
2025
Q1 		$744K Buy
4,351
+312
+8% +$51.1K 0.06% 210
2024
Q4 		$684K Buy
4,039
+177
+5% +$31.7K 0.06% 225
2024
Q3 		$741K Sell
3,862
-1
-0% -$194 0.06% 213
2024
Q2 		$710K Buy
3,863
+3
+0.1% +$580 0.07% 197
2024
Q1 		$751K Buy
3,860
+199
+5% +$38.4K 0.08% 190
2023
Q4 		$683K Buy
3,661
+55
+2% +$10.4K 0.08% 202
2023
Q3 		$721K Buy
3,606
+77
+2% +$17.2K 0.09% 179
2023
Q2 		$881K Sell
3,529
-1
-0% -$262 0.12% 163
2023
Q1 		$898K Sell
3,530
-131
-4% -$30.8K 0.12% 159
2022
Q4 		$683K Buy
3,661
+144
+4% +$33.2K 0.08% 202
2022
Q3 		$775K Buy
3,517
+1
+0% +$224 0.17% 121
2022
Q2 		$756K Buy
3,516
+1
+0% +$218 0.16% 126
2022
Q1 		$761K Buy
3,515
+1
+0% +$203 0.14% 137
2021
Q4 		$680K Buy
3,514
+2
+0.1% +$362 0.13% 146
2021
Q3 		$594K Buy
3,512
+1
+0% +$177 0.12% 150
2021
Q2 		$612K Buy
3,511
+1
+0% +$168 0.13% 151
2021
Q1 		$555K Buy
3,510
+1
+0% +$151 0.13% 147
2020
Q4 		$534K Buy
3,509
+2
+0.1% +$296 0.13% 144
2020
Q3 		$503K Buy
3,507
+1
+0% +$142 0.13% 142
2020
Q2 		$454K Buy
3,506
+1
+0% +$134 0.13% 142
2020
Q1 		$464K Buy
3,505
+2
+0.1% +$295 0.16% 122
2019
Q4 		$515K Buy
3,503
+1
+0% +$148 0.15% 135
2019
Q3 		$543K Buy
3,502
+1
+0% +$151 0.16% 132
2019
Q2 		$469K Buy
+3,501
New +$445K 0.14% 147

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sound View Wealth Advisors Group's HSY Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Hershey (HSY) stake by 5% in Q1 2026, selling an estimated $45.1K and leaving 4,078 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #208.

Sound View Wealth Advisors Group first reported a position in HSY in Q2 2019 and has held it in 28 quarters since. The position peaked at $898K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,078 shares of Hershey worth $848K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 214 Hershey shares in Q1 2026, an estimated $45.1K.
  • Hershey made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #208 holding.
  • Sound View Wealth Advisors Group first reported a position in Hershey in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Hershey position peaked at $898K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.