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Traphagen Investment Advisors’s Hershey HSY Stock Holding History

Traphagen Investment 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
Q2 		$360K Sell
2,054
-60
-3% -$11.3K 0.03% 149
2026
Q1 		$439K Buy
2,114
+180
+9% +$38K 0.04% 132
2025
Q4 		$352K Buy
1,934
+6
+0.3% +$1.1K 0.03% 142
2025
Q3 		$361K Sell
1,928
-89
-4% -$16.2K 0.03% 143
2025
Q2 		$335K Buy
2,017
+7
+0.3% +$1.15K 0.03% 142
2025
Q1 		$344K Buy
2,010
+187
+10% +$30.6K 0.04% 131
2024
Q4 		$309K Buy
1,823
+5
+0.3% +$897 0.03% 135
2024
Q3 		$349K Sell
1,818
-66
-4% -$12.8K 0.04% 124
2024
Q2 		$346K Sell
1,884
-34
-2% -$6.58K 0.04% 119
2024
Q1 		$373K Buy
1,918
+115
+6% +$22.2K 0.04% 118
2023
Q4 		$336K Sell
1,803
-344
-16% -$65.2K 0.04% 121
2023
Q3 		$430K Buy
2,147
+354
+20% +$79.2K 0.05% 98
2023
Q2 		$448K Buy
1,793
+4
+0.2% +$1.05K 0.06% 96
2023
Q1 		$455K Buy
1,789
+5
+0.3% +$1.18K 0.07% 94
2022
Q4 		$413K Buy
1,784
+12
+0.7% +$2.77K 0.06% 92
2022
Q3 		$391K Buy
1,772
+4
+0.2% +$896 0.07% 80
2022
Q2 		$380K Buy
1,768
+3
+0.2% +$654 0.07% 88
2022
Q1 		$382K Buy
1,765
+4
+0.2% +$812 0.06% 87
2021
Q4 		$341K Buy
1,761
+4
+0.2% +$724 0.06% 102
2021
Q3 		$297K Buy
1,757
+4
+0.2% +$707 0.05% 108
2021
Q2 		$305K Buy
1,753
+4
+0.2% +$674 0.05% 111
2021
Q1 		$277K Buy
+1,749
New +$263K 0.05% 113

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Traphagen Investment Advisors's HSY Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Hershey (HSY) stake by 2.8% in Q2 2026, selling an estimated $11.3K and leaving 2,054 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #149.

Traphagen Investment Advisors first reported a position in HSY in Q1 2021 and has held it in 22 quarters since. The position peaked at $455K in Q1 2023. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Traphagen Investment Advisors held 2,054 shares of Hershey worth $360K as of Q2 2026.
  • Traphagen Investment Advisors sold 60 Hershey shares in Q2 2026, an estimated $11.3K.
  • Hershey made up 0.03% of Traphagen Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Traphagen Investment Advisors first reported a position in Hershey in Q1 2021 and has held it in 22 quarters since.
  • Traphagen Investment Advisors's Hershey position peaked at $455K in Q1 2023.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.