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Summit Place Financial Advisors’s Hershey HSY Stock Holding History

Summit Place Financial 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 		$507K Sell
2,440
-12,880
-84% -$2.72M 0.24% 72
2025
Q4 		$2.79M Sell
15,320
-99
-0.6% -$18.1K 1.35% 31
2025
Q3 		$2.88M Buy
15,419
+995
+7% +$181K 1.36% 28
2025
Q2 		$2.39M Sell
14,424
-866
-6% -$143K 1.2% 36
2025
Q1 		$2.62M Buy
15,290
+1,352
+10% +$221K 1.48% 32
2024
Q4 		$2.36M Sell
13,938
-605
-4% -$108K 1.34% 34
2024
Q3 		$2.79M Sell
14,543
-571
-4% -$111K 1.56% 34
2024
Q2 		$2.78M Buy
15,114
+303
+2% +$58.6K 1.64% 27
2024
Q1 		$2.88M Buy
14,811
+1,155
+8% +$223K 1.69% 27
2023
Q4 		$2.55M Buy
13,656
+2,776
+26% +$526K 1.66% 28
2023
Q3 		$2.18M Buy
10,880
+1,230
+13% +$275K 1.55% 30
2023
Q2 		$2.41M Sell
9,650
-1,110
-10% -$291K 1.56% 31
2023
Q1 		$2.74M Buy
10,760
+1,087
+11% +$255K 1.94% 14
2022
Q4 		$2.24M Buy
9,673
+670
+7% +$154K 1.84% 22
2022
Q3 		$1.99M Sell
9,003
-175
-2% -$39.2K 1.84% 17
2022
Q2 		$1.98M Sell
9,178
-880
-9% -$192K 1.66% 14
2022
Q1 		$2.18M Sell
10,058
-2,720
-21% -$552K 1.46% 21
2021
Q4 		$2.47M Buy
12,778
+15
+0.1% +$2.72K 1.71% 17
2021
Q3 		$2.16M Buy
12,763
+250
+2% +$44.2K 1.57% 28
2021
Q2 		$2.18M Sell
12,513
-1,667
-12% -$281K 1.6% 20
2021
Q1 		$2.24M Buy
14,180
+125
+0.9% +$18.8K 1.81% 8
2020
Q4 		$2.14M Buy
14,055
+900
+7% +$133K 1.86% 15
2020
Q3 		$1.89M Buy
13,155
+325
+3% +$46.1K 1.89% 15
2020
Q2 		$1.66M Buy
+12,830
New +$1.72M 2.63% 18

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Place Financial Advisors's HSY Position: Q1 2026 in Review

Summit Place Financial Advisors reduced its Hershey (HSY) stake by 84% in Q1 2026, selling an estimated $2.72M and leaving 2,440 shares worth $507K. The position accounts for 0.24% of the portfolio, ranked #72.

Summit Place Financial Advisors first reported a position in HSY in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.88M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Summit Place Financial Advisors held 2,440 shares of Hershey worth $507K as of Q1 2026.
  • Summit Place Financial Advisors sold 12,880 Hershey shares in Q1 2026, an estimated $2.72M.
  • Hershey made up 0.24% of Summit Place Financial Advisors's portfolio in Q1 2026, its #72 holding.
  • Summit Place Financial Advisors first reported a position in Hershey in Q2 2020 and has held it in 24 quarters since.
  • Summit Place Financial Advisors's Hershey position peaked at $2.88M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.