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Virtus Investment Advisers’s Hershey HSY Stock Holding History

Virtus Investment Advisers’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
-9,903
Closed -$2.06M – 483
2026
Q1 		$2.06M Buy
+9,903
New +$2.09M 0.57% 17
2024
Q1 		– Sell
-2,230
Closed -$416K – 364
2023
Q4 		$416K Hold
2,230
– – 0.31% 104
2023
Q3 		$446K Sell
2,230
-260
-10% -$58.2K 0.3% 89
2023
Q2 		$622K Sell
2,490
-527
-17% -$138K 0.42% 69
2023
Q1 		$768K Hold
3,017
– – 0.54% 53
2022
Q4 		$699K Buy
3,017
+1,543
+105% +$356K 0.47% 58
2022
Q3 		$325K Buy
+1,474
New +$330K 0.15% 132
2018
Q1 		– Sell
-1,101
Closed -$125K – 211
2017
Q4 		$125K Sell
1,101
-135
-11% -$14.9K 0.01% 454
2017
Q3 		$135K Sell
1,236
-5,130
-81% -$546K 0.01% 455
2017
Q2 		$684K Sell
6,366
-253
-4% -$27.9K 0.07% 278
2017
Q1 		$723K Sell
6,619
-894
-12% -$95.9K 0.06% 284
2016
Q4 		$777K Sell
7,513
-8,781
-54% -$867K 0.06% 305
2016
Q3 		$1.56M Buy
+16,294
New +$1.72M 0.1% 247

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

Virtus Investment Advisers's HSY Position: Q2 2026 in Review

Virtus Investment Advisers sold out of Hershey (HSY) in Q2 2026, closing a stake of 9,903 shares — an estimated $2.06M sold.

Virtus Investment Advisers first reported a position in HSY in Q3 2016 and held it in 13 quarters. The position peaked at $2.06M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Virtus Investment Advisers reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Virtus Investment Advisers sold 9,903 Hershey shares in Q2 2026, an estimated $2.06M.
  • Virtus Investment Advisers first reported a position in Hershey in Q3 2016 and held it in 13 quarters.
  • Virtus Investment Advisers's Hershey position peaked at $2.06M in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.