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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HSY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HSY Position History
The Hershey Company • Consumer Defensive
Quarters held
9
Latest value
$18.2M
Q3 2026
Peak value
$25.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.6M |
| Q3 2025 | $6.4M |
| Q4 2025 | $11.3M |
| Q4 2025 | $1.6M |
| Q1 2026 | $9.5M |
| Q2 2026 | $9.1M |
| Q2 2026 | $18.5M |
| Q3 2026 | $25.2M |
| Q3 2026 | $18.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.2M | 428.4K | — | — |
| Q3 2026 | $25.2M | 164.4K | — | — |
| Q2 2026 | $18.5M | 445.3K | — | — |
| Q2 2026 | $9.1M | 61.8K | — | — |
| Q1 2026 | $9.5M | 55.2K | — | — |
| Q4 2025 | $1.6M | 39.6K | — | — |
| Q4 2025 | $11.3M | 63.1K | — | — |
| Q3 2025 | $6.4M | 164.8K | — | — |
| Q3 2025 | $14.6M | 75.0K | — | — |
Other funds holding HSY
$3.3B
$3.2B
$3.1B
$1.5B
$1.4B
$1.3B
$1.3B