Stegent Equity Advisors’s Hershey HSY Stock Holding History

Stegent Equity 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	$898K	Sell	4,320 -729	-14%	-$154K	0.77%	40
2025 Q4	$919K	Sell	5,049 -343	-6%	-$62.7K	0.72%	40
2025 Q3	$1.01M	Buy	5,392 +790	+17%	+$144K	0.82%	36
2025 Q2	$764K	Sell	4,602 -1,747	-28%	-$288K	0.68%	44
2025 Q1	$1.09M	Buy	6,349 +1,606	+34%	+$263K	1.1%	29
2024 Q4	$803K	Sell	4,743 -319	-6%	-$57.2K	0.82%	37
2024 Q3	$971K	Sell	5,062 -58	-1%	-$11.3K	1.07%	31
2024 Q2	$941K	Sell	5,120 -787	-13%	-$152K	0.98%	34
2024 Q1	$1.15M	Buy	5,907 +1,811	+44%	+$349K	1.17%	33
2023 Q4	$764K	Sell	4,096 -214	-5%	-$40.5K	0.9%	37
2023 Q3	$862K	Sell	4,310 -55	-1%	-$12.3K	1.09%	33
2023 Q2	$1.09M	Sell	4,365 -93	-2%	-$24.4K	1.22%	30
2023 Q1	$1.13M	Sell	4,458 -1,261	-22%	-$296K	1.13%	33
2022 Q4	$1.32M	Sell	5,719 -30	-0.5%	-$6.92K	1.59%	30
2022 Q3	$1.27M	Sell	5,749 -39	-0.7%	-$8.74K	1.9%	23
2022 Q2	$1.25M	Sell	5,788 -18	-0.3%	-$3.92K	1.62%	27
2022 Q1	$1.26M	Sell	5,806 -973	-14%	-$198K	1.06%	35
2021 Q4	$1.31M	Buy	+6,779	New	+$1.23M	1.07%	39

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

Stegent Equity Advisors's HSY Position: Q1 2026 in Review

Stegent Equity Advisors reduced its Hershey (HSY) stake by 14% in Q1 2026, selling an estimated $154K and leaving 4,320 shares worth $898K. The position accounts for 0.77% of the portfolio, ranked #40.

Stegent Equity Advisors first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2022. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Stegent Equity Advisors held 4,320 shares of Hershey worth $898K as of Q1 2026.
Stegent Equity Advisors sold 729 Hershey shares in Q1 2026, an estimated $154K.
Hershey made up 0.77% of Stegent Equity Advisors's portfolio in Q1 2026, its #40 holding.
Stegent Equity Advisors first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
Stegent Equity Advisors's Hershey position peaked at $1.32M in Q4 2022.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.