Strata Wealth Advisors’s Hershey HSY Stock Holding History

Strata Wealth 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	$321K	Sell	1,542 -8	-0.5%	-$1.69K	0.09%	68
2025 Q4	$282K	Buy	+1,550	New	+$283K	0.08%	77

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

Strata Wealth Advisors's HSY Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Hershey (HSY) stake by 0.52% in Q1 2026, selling an estimated $1.69K and leaving 1,542 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #68.

Strata Wealth Advisors first reported a position in HSY in Q4 2025 and has held it in 2 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Strata Wealth Advisors held 1,542 shares of Hershey worth $321K as of Q1 2026.
Strata Wealth Advisors sold 8 Hershey shares in Q1 2026, an estimated $1.69K.
Hershey made up 0.09% of Strata Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Strata Wealth Advisors first reported a position in Hershey in Q4 2025 and has held it in 2 quarters since.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.