VWA
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Valued Wealth Advisors’s Hershey HSY Stock Holding History

Valued Wealth 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 		$3.86K Buy
22
+7
+47% +$1.32K ﹤0.01% 503
2026
Q1 		$3.12K Buy
15
+11
+275% +$2.32K ﹤0.01% 473
2025
Q4 		$728 Buy
+4
New +$731 ﹤0.01% 501
2024
Q3 		– Sell
-1
Closed -$184 – 651
2024
Q2 		$184 Hold
1
– – ﹤0.01% 567
2024
Q1 		$195 Hold
1
– – ﹤0.01% 551
2023
Q4 		$201 Buy
+1
New +$189 ﹤0.01% 502

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

Valued Wealth Advisors's HSY Position: Q2 2026 in Review

Valued Wealth Advisors increased its Hershey (HSY) stake by 47% in Q2 2026, buying an estimated $1.32K and bringing the position to 22 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Valued Wealth Advisors first reported a position in HSY in Q4 2023 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Valued Wealth Advisors held 22 shares of Hershey worth $3.86K as of Q2 2026.
  • Valued Wealth Advisors bought 7 Hershey shares in Q2 2026, an estimated $1.32K.
  • Hershey made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #503 holding.
  • Valued Wealth Advisors first reported a position in Hershey in Q4 2023 and has held it in 6 quarters since.
  • 386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.