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Wealth Group’s Hershey HSY Stock Holding History

Wealth Group’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 		$1.8M Buy
10,254
+5,829
+132% +$1.1M 0.45% 48
2026
Q1 		$920K Hold
4,425
– – 0.86% 33
2025
Q4 		$805K Buy
+4,425
New +$809K 0.78% 36
2025
Q2 		$786K Buy
4,738
+193
+4% +$31.8K 0.78% 34
2025
Q1 		$777K Buy
4,545
+321
+8% +$52.6K 0.5% 46
2024
Q4 		$715K Buy
4,224
+93
+2% +$16.7K 0.46% 50
2024
Q3 		$792K Buy
4,131
+51
+1% +$9.91K 0.53% 46
2024
Q2 		$750K Buy
4,080
+124
+3% +$24K 0.54% 44
2024
Q1 		$769K Buy
+3,956
New +$763K 0.58% 44

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

Wealth Group's HSY Position: Q2 2026 in Review

Wealth Group increased its Hershey (HSY) stake by 132% in Q2 2026, buying an estimated $1.1M and bringing the position to 10,254 shares worth $1.8M. The position accounts for 0.45% of the portfolio, ranked #48.

Wealth Group first reported a position in HSY in Q1 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Wealth Group held 10,254 shares of Hershey worth $1.8M as of Q2 2026.
  • Wealth Group bought 5,829 Hershey shares in Q2 2026, an estimated $1.1M.
  • Hershey made up 0.45% of Wealth Group's portfolio in Q2 2026, its #48 holding.
  • Wealth Group first reported a position in Hershey in Q1 2024 and has held it in 9 quarters since.
  • 386 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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