UWS
HSY icon

Unique Wealth Strategies’s Hershey HSY Stock Holding History

Unique Wealth Strategies’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 		$609K Buy
+3,470
New +$654K 0.22% 132
2024
Q3 		– Sell
-6
Closed -$1.17K – 417
2024
Q2 		$1.17K Buy
+6
New +$1.16K ﹤0.01% 535

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Unique Wealth Strategies's HSY Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Hershey (HSY) in Q2 2026: 3,470 shares worth $609K. The stake represents 0.22% of the portfolio and ranks #132 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in HSY as recently as Q2 2024.

Unique Wealth Strategies first reported a position in HSY in Q2 2024 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Unique Wealth Strategies held 3,470 shares of Hershey worth $609K as of Q2 2026.
  • Hershey was a new Unique Wealth Strategies position in Q2 2026.
  • Hershey made up 0.22% of Unique Wealth Strategies's portfolio in Q2 2026, its #132 holding.
  • Unique Wealth Strategies first reported a position in Hershey in Q2 2024 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.