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True Wealth Design’s Hershey HSY Stock Holding History

True Wealth Design’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 		$13.5K Sell
77
-14
-15% -$2.64K ﹤0.01% 957
2026
Q1 		$18.9K Sell
91
-23
-20% -$4.85K 0.01% 739
2025
Q4 		$20.7K Buy
114
+2
+2% +$366 0.01% 595
2025
Q3 		$20.9K Buy
112
+33
+42% +$6K 0.01% 595
2025
Q2 		$13.1K Buy
79
+7
+10% +$1.15K ﹤0.01% 485
2025
Q1 		$12.3K Buy
+72
New +$11.8K ﹤0.01% 422

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's HSY Position: Q2 2026 in Review

True Wealth Design reduced its Hershey (HSY) stake by 15% in Q2 2026, selling an estimated $2.64K and leaving 77 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

True Wealth Design first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.9K in Q3 2025. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • True Wealth Design held 77 shares of Hershey worth $13.5K as of Q2 2026.
  • True Wealth Design sold 14 Hershey shares in Q2 2026, an estimated $2.64K.
  • Hershey made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #957 holding.
  • True Wealth Design first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Hershey position peaked at $20.9K in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.