Bingham Private Wealth
HSY icon

Bingham Private Wealth’s Hershey HSY Stock Holding History

Bingham Private Wealth’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 		$254K Buy
1,610
+30
+2% +$5.28K 0.17% 151
2026
Q2 		$277K Buy
1,580
+83
+6% +$15.7K 0.19% 138
2026
Q1 		$311K Buy
1,497
+52
+4% +$11K 0.25% 119
2025
Q4 		$263K Buy
+1,445
New +$264K 0.23% 126
2025
Q2 		$245K Sell
1,478
-176
-11% -$29K 0.23% 130
2025
Q1 		$283K Buy
+1,654
New +$271K 0.29% 112

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Bingham Private Wealth's HSY Position: Q3 2026 in Review

Bingham Private Wealth increased its Hershey (HSY) stake by 1.9% in Q3 2026, buying an estimated $5.28K and bringing the position to 1,610 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #151.

Bingham Private Wealth first reported a position in HSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $311K in Q1 2026. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Bingham Private Wealth held 1,610 shares of Hershey worth $254K as of Q3 2026.
  • Bingham Private Wealth bought 30 Hershey shares in Q3 2026, an estimated $5.28K.
  • Hershey made up 0.17% of Bingham Private Wealth's portfolio in Q3 2026, its #151 holding.
  • Bingham Private Wealth first reported a position in Hershey in Q1 2025 and has held it in 6 quarters since.
  • Bingham Private Wealth's Hershey position peaked at $311K in Q1 2026.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Bingham Private Wealth's 13F filing for Q3 2026, filed 5 Nov 2026.