Wealthcare Advisory Partners’s Hershey HSY Stock Holding History

Wealthcare Advisory Partners’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	$228K	Sell	1,299 -147	-10%	-$27.7K	﹤0.01%	993
2026 Q1	$301K	Buy	1,446 +148	+11%	+$31.2K	0.01%	878
2025 Q4	$236K	Buy	+1,298	New	+$237K	﹤0.01%	962
2024 Q4	–	Sell	-1,830	Closed	-$351K	–	908
2024 Q3	$351K	Buy	+1,830	New	+$356K	0.01%	665
2023 Q3	–	Sell	-803	Closed	-$200K	–	724
2023 Q2	$200K	Buy	+803	New	+$211K	0.01%	684
2021 Q2	–	Sell	-170	Closed	-$27K	–	1131
2021 Q1	$27K	Buy	+170	New	+$25.6K	﹤0.01%	1099
2020 Q2	–	Sell	-6	Closed	-$1K	–	794
2020 Q1	$1K	Buy	+6	New	+$885	﹤0.01%	1399
2019 Q4	–	Sell	-201	Closed	-$31K	–	1406
2019 Q3	$31K	Hold	201	–	–	﹤0.01%	640
2019 Q2	$27K	Hold	201	–	–	﹤0.01%	649
2019 Q1	$23K	Buy	+201	New	+$21.9K	﹤0.01%	621
2018 Q4	–	Sell	-68	Closed	-$7K	–	1231
2018 Q3	$7K	Hold	68	–	–	﹤0.01%	932
2018 Q2	$6K	Buy	+68	New	+$6.34K	﹤0.01%	944
2017 Q4	–	Sell	-400	Closed	-$44K	–	1125
2017 Q3	$44K	Buy	+400	New	+$42.6K	0.01%	319

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealthcare Advisory Partners's HSY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Hershey (HSY) stake by 10% in Q2 2026, selling an estimated $27.7K and leaving 1,299 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Wealthcare Advisory Partners first reported a position in HSY in Q3 2017 and has held it in 13 quarters since. The position peaked at $351K in Q3 2024. 429 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Wealthcare Advisory Partners held 1,299 shares of Hershey worth $228K as of Q2 2026.
Wealthcare Advisory Partners sold 147 Hershey shares in Q2 2026, an estimated $27.7K.
Hershey made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #993 holding.
Wealthcare Advisory Partners first reported a position in Hershey in Q3 2017 and has held it in 13 quarters since.
Wealthcare Advisory Partners's Hershey position peaked at $351K in Q3 2024.
429 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.