Strategic Wealth Partners’s Hershey HSY Stock Holding History

Strategic Wealth Partners’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	$128K	Sell	728 -225	-24%	-$42.4K	0.01%	365
2026 Q1	$198K	Sell	953 -92	-9%	-$19.4K	0.01%	305
2025 Q4	$190K	Buy	1,045 +191	+22%	+$34.9K	0.01%	317
2025 Q3	$160K	Sell	854 -204	-19%	-$37.1K	0.01%	366
2025 Q2	$176K	Buy	+1,058	New	+$174K	0.01%	332
2024 Q4	$310K	Sell	1,929 -24,811	-93%	-$4.45M	0.03%	258
2024 Q3	$5.13M	Buy	26,740 +714	+3%	+$139K	0.49%	66
2024 Q2	$4.78M	Buy	+26,026	New	+$5.04M	0.5%	70
2022 Q1	–	Sell	-15,453	Closed	-$2.99M	–	274
2021 Q4	$2.99M	Buy	+15,453	New	+$2.8M	0.57%	56

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Wealth Partners's HSY Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Hershey (HSY) stake by 24% in Q2 2026, selling an estimated $42.4K and leaving 728 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #365.

Strategic Wealth Partners first reported a position in HSY in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.13M in Q3 2024. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Strategic Wealth Partners held 728 shares of Hershey worth $128K as of Q2 2026.
Strategic Wealth Partners sold 225 Hershey shares in Q2 2026, an estimated $42.4K.
Hershey made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #365 holding.
Strategic Wealth Partners first reported a position in Hershey in Q4 2021 and has held it in 9 quarters since.
Strategic Wealth Partners's Hershey position peaked at $5.13M in Q3 2024.
1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.