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Vest Financial’s Hershey HSY Stock Holding History

Vest Financial’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 		– Sell
-1,744
Closed -$363K – 430
2026
Q1 		$363K Buy
+1,744
New +$368K ﹤0.01% 385
2025
Q4 		– Sell
-1,625
Closed -$304K – 427
2025
Q3 		$304K Buy
+1,625
New +$295K ﹤0.01% 391

Other funds holding HSY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
CCM
Check Capital Management Costa Mesa, California $3.64B AUM 15.78% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return

Vest Financial's HSY Position: Q2 2026 in Review

Vest Financial sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,744 shares — an estimated $363K sold.

Vest Financial first reported a position in HSY in Q3 2025 and held it in 2 quarters. The position peaked at $363K in Q1 2026. 648 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Vest Financial reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Vest Financial sold 1,744 Hershey shares in Q2 2026, an estimated $363K.
  • Vest Financial first reported a position in Hershey in Q3 2025 and held it in 2 quarters.
  • Vest Financial's Hershey position peaked at $363K in Q1 2026.
  • 648 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.