Asset Planning Inc
HSY icon

Asset Planning Inc’s Hershey HSY Stock Holding History

Asset Planning Inc’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
Q3 		$22.9K Buy
145
+1
+0.7% +$176 0.02% 202
2026
Q2 		$25.3K Buy
144
+1
+0.7% +$189 0.02% 199
2026
Q1 		$29.8K Hold
143
– – 0.02% 183
2025
Q4 		$26K Buy
143
+1
+0.7% +$183 0.02% 190
2025
Q3 		$26.5K Buy
142
+1
+0.7% +$182 0.02% 192
2025
Q2 		$23.4K Buy
141
+1
+0.7% +$165 0.02% 197
2025
Q1 		$24K Buy
140
+1
+0.7% +$164 0.02% 202
2024
Q4 		$23.6K Buy
+139
New +$24.9K 0.02% 199

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Asset Planning Inc's HSY Position: Q3 2026 in Review

Asset Planning Inc increased its Hershey (HSY) stake by 0.69% in Q3 2026, buying an estimated $176 and bringing the position to 145 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #202.

Asset Planning Inc first reported a position in HSY in Q4 2024 and has held it in 8 quarters since. The position peaked at $29.8K in Q1 2026. 793 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Asset Planning Inc held 145 shares of Hershey worth $22.9K as of Q3 2026.
  • Asset Planning Inc bought 1 Hershey share in Q3 2026, an estimated $176.
  • Hershey made up 0.02% of Asset Planning Inc's portfolio in Q3 2026, its #202 holding.
  • Asset Planning Inc first reported a position in Hershey in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Hershey position peaked at $29.8K in Q1 2026.
  • 793 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.