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Spire Wealth Management’s Hershey HSY Stock Holding History

Spire 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 		$53.1K Buy
303
+17
+6% +$3.21K ﹤0.01% 1166
2026
Q1 		$59.4K Sell
286
-1,220
-81% -$257K ﹤0.01% 1126
2025
Q4 		$274K Sell
1,506
-36
-2% -$6.58K 0.01% 706
2025
Q3 		$288K Buy
1,542
+203
+15% +$36.9K 0.01% 683
2025
Q2 		$208K Sell
1,339
-779
-37% -$128K 0.01% 758
2025
Q1 		$362K Buy
2,118
+234
+12% +$38.3K 0.01% 665
2024
Q4 		$319K Buy
1,884
+656
+53% +$118K 0.01% 689
2024
Q3 		$236K Sell
1,228
-9
-0.7% -$1.75K 0.01% 691
2024
Q2 		$227K Sell
1,237
-253
-17% -$49K 0.01% 690
2024
Q1 		$290K Buy
1,490
+44
+3% +$8.49K 0.01% 673
2023
Q4 		$275K Sell
1,446
-19,451
-93% -$3.69M 0.01% 678
2023
Q3 		$4.18M Sell
20,897
-9,327
-31% -$2.09M 0.16% 140
2023
Q2 		$7.55M Buy
30,224
+711
+2% +$186K 0.28% 74
2023
Q1 		$7.51M Buy
29,513
+28,436
+2,640% +$6.68M 0.29% 74
2022
Q4 		$249K Buy
1,077
+90
+9% +$20.8K 0.01% 500
2022
Q3 		$218K Sell
987
-5,814
-85% -$1.3M 0.01% 509
2022
Q2 		$1.46M Buy
6,801
+2,321
+52% +$506K 0.06% 257
2022
Q1 		$971K Buy
4,480
+1,360
+44% +$276K 0.03% 395
2021
Q4 		$604K Sell
3,120
-429
-12% -$77.7K 0.01% 627
2021
Q3 		$601K Buy
3,549
+86
+2% +$15.2K 0.02% 543
2021
Q2 		$603K Sell
3,463
-577
-14% -$97.2K 0.02% 561
2021
Q1 		$639K Buy
+4,040
New +$608K 0.02% 586

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Spire Wealth Management's HSY Position: Q2 2026 in Review

Spire Wealth Management increased its Hershey (HSY) stake by 5.9% in Q2 2026, buying an estimated $3.21K and bringing the position to 303 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Spire Wealth Management first reported a position in HSY in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.55M in Q2 2023. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Spire Wealth Management held 303 shares of Hershey worth $53.1K as of Q2 2026.
  • Spire Wealth Management bought 17 Hershey shares in Q2 2026, an estimated $3.21K.
  • Hershey made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1166 holding.
  • Spire Wealth Management first reported a position in Hershey in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Hershey position peaked at $7.55M in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.