Spire Wealth Management
HSY icon

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
Q3 		$64.3K Buy
408
+105
+35% +$18.5K ﹤0.01% 1069
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Spire Wealth Management's HSY Position: Q3 2026 in Review

Spire Wealth Management increased its Hershey (HSY) stake by 35% in Q3 2026, buying an estimated $18.5K and bringing the position to 408 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Spire Wealth Management first reported a position in HSY in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.55M in Q2 2023. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Spire Wealth Management held 408 shares of Hershey worth $64.3K as of Q3 2026.
  • Spire Wealth Management bought 105 Hershey shares in Q3 2026, an estimated $18.5K.
  • Hershey made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1069 holding.
  • Spire Wealth Management first reported a position in Hershey in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Hershey position peaked at $7.55M in Q2 2023.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.