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Wealth Alliance’s Hershey HSY Stock Holding History

Wealth Alliance’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 		$771K Buy
4,395
+1,622
+58% +$306K 0.06% 223
2026
Q1 		$577K Sell
2,773
-1,342
-33% -$283K 0.06% 263
2025
Q4 		$749K Buy
4,115
+160
+4% +$29.3K 0.07% 232
2025
Q3 		$740K Sell
3,955
-282
-7% -$51.2K 0.08% 223
2025
Q2 		$703K Buy
4,237
+236
+6% +$38.9K 0.08% 229
2025
Q1 		$684K Buy
4,001
+2,658
+198% +$435K 0.08% 215
2024
Q4 		$227K Sell
1,343
-1,732
-56% -$311K 0.03% 448
2024
Q3 		$590K Buy
3,075
+328
+12% +$63.8K 0.07% 240
2024
Q2 		$505K Buy
2,747
+1,705
+164% +$330K 0.07% 246
2024
Q1 		$203K Sell
1,042
-95
-8% -$18.3K 0.03% 493
2023
Q4 		$212K Buy
1,137
+99
+10% +$18.8K 0.03% 472
2023
Q3 		$208K Sell
1,038
-20
-2% -$4.48K 0.03% 456
2023
Q2 		$264K Sell
1,058
-70
-6% -$18.4K 0.04% 417
2023
Q1 		$287K Sell
1,128
-206
-15% -$48.4K 0.05% 379
2022
Q4 		$309K Buy
1,334
+165
+14% +$38K 0.05% 341
2022
Q3 		$258K Buy
1,169
+8
+0.7% +$1.79K 0.05% 361
2022
Q2 		$250K Buy
1,161
+75
+7% +$16.3K 0.05% 375
2022
Q1 		$235K Buy
+1,086
New +$221K 0.05% 389

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

Wealth Alliance's HSY Position: Q2 2026 in Review

Wealth Alliance increased its Hershey (HSY) stake by 58% in Q2 2026, buying an estimated $306K and bringing the position to 4,395 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #223.

Wealth Alliance first reported a position in HSY in Q1 2022 and has held it in 18 quarters since. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Wealth Alliance held 4,395 shares of Hershey worth $771K as of Q2 2026.
  • Wealth Alliance bought 1,622 Hershey shares in Q2 2026, an estimated $306K.
  • Hershey made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #223 holding.
  • Wealth Alliance first reported a position in Hershey in Q1 2022 and has held it in 18 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.