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Vestia Personal Wealth Advisors’s Hershey HSY Stock Holding History

Vestia Personal 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 		$354K Sell
2,018
-6
-0.3% -$1.13K 0.14% 80
2026
Q1 		$421K Buy
2,024
+6
+0.3% +$1.26K 0.2% 63
2025
Q4 		$396K Sell
2,018
-5
-0.2% -$914 0.2% 61
2025
Q3 		$378K Buy
2,023
+2
+0.1% +$363 0.22% 66
2025
Q2 		$335K Buy
2,021
+6
+0.3% +$989 0.23% 65
2025
Q1 		$345K Buy
2,015
+14
+0.7% +$2.29K 0.27% 54
2024
Q4 		$339K Buy
+2,001
New +$359K 0.28% 56

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 $3.37T AUM 44.26% 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

Vestia Personal Wealth Advisors's HSY Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Hershey (HSY) stake by 0.3% in Q2 2026, selling an estimated $1.13K and leaving 2,018 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #80.

Vestia Personal Wealth Advisors first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $421K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Vestia Personal Wealth Advisors held 2,018 shares of Hershey worth $354K as of Q2 2026.
  • Vestia Personal Wealth Advisors sold 6 Hershey shares in Q2 2026, an estimated $1.13K.
  • Hershey made up 0.14% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Vestia Personal Wealth Advisors first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
  • Vestia Personal Wealth Advisors's Hershey position peaked at $421K in Q1 2026.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.