Action Point Financial Planning’s Hershey HSY Stock Holding History

Action Point Financial Planning’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	$53.5K	Buy	+307	New	+$57.9K	0.01%	790

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Action Point Financial Planning's HSY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Hershey (HSY) in Q2 2026: 307 shares worth $53.5K. The stake represents 0.01% of the portfolio and ranks #790 among its holdings.

1,400 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Action Point Financial Planning held 307 shares of Hershey worth $53.5K as of Q2 2026.
Hershey was a new Action Point Financial Planning position in Q2 2026.
Hershey made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #790 holding.
1,400 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.