Wealthcare Capital Partners’s Hershey HSY Stock Holding History

Wealthcare Capital 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	$262K	Buy	1,496 +12	+0.8%	+$2.26K	0.11%	142
2026 Q1	$308K	Buy	1,484 +10	+0.7%	+$2.11K	0.14%	116
2025 Q4	$268K	Buy	1,474 +9	+0.6%	+$1.65K	0.13%	122
2025 Q3	$274K	Buy	1,465 +12	+0.8%	+$2.18K	0.13%	126
2025 Q2	$241K	Buy	1,453 +12	+0.8%	+$1.98K	0.12%	131
2025 Q1	$246K	Buy	1,441 +11	+0.8%	+$1.8K	0.13%	115
2024 Q4	$242K	Buy	+1,430	New	+$256K	0.13%	107

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 Capital Partners's HSY Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Hershey (HSY) stake by 0.81% in Q2 2026, buying an estimated $2.26K and bringing the position to 1,496 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #142.

Wealthcare Capital Partners first reported a position in HSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q1 2026. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Wealthcare Capital Partners held 1,496 shares of Hershey worth $262K as of Q2 2026.
Wealthcare Capital Partners bought 12 Hershey shares in Q2 2026, an estimated $2.26K.
Hershey made up 0.11% of Wealthcare Capital Partners's portfolio in Q2 2026, its #142 holding.
Wealthcare Capital Partners first reported a position in Hershey in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Hershey position peaked at $308K in Q1 2026.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

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