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Wealthspire Advisors (New York)’s Hershey HSY Stock Holding History

Wealthspire Advisors (New York)’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 		$842K Sell
4,797
-54
-1% -$10.2K ﹤0.01% 598
2026
Q1 		$1.01M Sell
4,851
-713
-13% -$150K 0.01% 409
2025
Q4 		$1.01M Sell
5,564
-3,222
-37% -$589K 0.01% 423
2025
Q3 		$1.64M Buy
8,786
+4,602
+110% +$836K 0.01% 306
2025
Q2 		$694K Sell
4,184
-8,148
-66% -$1.34M ﹤0.01% 458
2025
Q1 		$2.11M Buy
12,332
+6,383
+107% +$1.05M 0.01% 268
2024
Q4 		$1.01M Buy
5,949
+516
+9% +$92.5K 0.01% 370
2024
Q3 		$1.04M Buy
5,433
+434
+9% +$84.4K 0.01% 366
2024
Q2 		$919K Sell
4,999
-78
-2% -$15.1K 0.01% 326
2024
Q1 		$988K Sell
5,077
-1,249
-20% -$241K 0.01% 318
2023
Q4 		$1.18M Buy
6,326
+10
+0.2% +$1.9K 0.02% 282
2023
Q3 		$1.26M Sell
6,316
-1,811
-22% -$405K 0.02% 243
2023
Q2 		$2.03M Buy
8,127
+4,037
+99% +$1.06M 0.03% 150
2023
Q1 		$1.04M Sell
4,090
-3,668
-47% -$862K 0.02% 236
2022
Q4 		$1.8M Sell
7,758
-442
-5% -$102K 0.03% 166
2022
Q3 		$1.81M Buy
8,200
+3,087
+60% +$692K 0.04% 154
2022
Q2 		$1.1M Buy
5,113
+1,239
+32% +$270K 0.02% 204
2022
Q1 		$839K Sell
3,874
-387
-9% -$78.6K 0.02% 209
2021
Q4 		$824K Sell
4,261
-271
-6% -$49.1K 0.02% 253
2021
Q3 		$767K Buy
4,532
+1,927
+74% +$340K 0.02% 286
2021
Q2 		$454K Sell
2,605
-2,648
-50% -$446K 0.01% 235
2021
Q1 		$831K Buy
5,253
+1,761
+50% +$265K 0.02% 293
2020
Q4 		$532K Buy
+3,492
New +$517K 0.02% 293
2020
Q2 		– Sell
-4,176
Closed -$553K – 386
2020
Q1 		$553K Buy
+4,176
New +$616K 0.02% 279
2019
Q1 		– Sell
-3
Closed – – 381
2018
Q4 		$0 Buy
+3
New +$319 ﹤0.01% 896

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s HSY Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Hershey (HSY) stake by 1.1% in Q2 2026, selling an estimated $10.2K and leaving 4,797 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Wealthspire Advisors (New York) first reported a position in HSY in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.11M in Q1 2025. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,797 shares of Hershey worth $842K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 54 Hershey shares in Q2 2026, an estimated $10.2K.
  • Hershey made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #598 holding.
  • Wealthspire Advisors (New York) first reported a position in Hershey in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Hershey position peaked at $2.11M in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.