Elevation Wealth Partners’s Hershey HSY Stock Holding History

Elevation Wealth Partners’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	$5.84K	Buy	37 +25	+208%	+$4.4K	﹤0.01%	1068
2026 Q2	$2.12K	Buy	12 +10	+500%	+$1.89K	﹤0.01%	1195
2026 Q1	$427	Buy	+2	New	+$422	﹤0.01%	1050
2025 Q4	–	Sell	-4	Closed	-$731	–	957
2025 Q3	$758	Buy	+4	New	+$727	﹤0.01%	769
2025 Q2	–	Hold	0	–	–	–	481
2025 Q1	–	Hold	0	–	–	–	491
2024 Q4	–	Hold	0	–	–	–	496
2024 Q3	–	Sell	-21	Closed	-$4.08K	–	475
2024 Q2	$3.87K	Buy	+21	New	+$4.06K	﹤0.01%	399
2024 Q1	–	Hold	0	–	–	–	475
2023 Q4	–	Hold	0	–	–	–	440
2023 Q3	–	Hold	0	–	–	–	341
2023 Q2	–	Hold	0	–	–	–	341
2023 Q1	–	Hold	0	–	–	–	342

Other funds holding HSY

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Elevation Wealth Partners's HSY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Hershey (HSY) stake by 208% in Q3 2026, buying an estimated $4.4K and bringing the position to 37 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Elevation Wealth Partners first reported a position in HSY in Q2 2024 and has held it in 5 quarters since. 518 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

Elevation Wealth Partners held 37 shares of Hershey worth $5.84K as of Q3 2026.
Elevation Wealth Partners bought 25 Hershey shares in Q3 2026, an estimated $4.4K.
Hershey made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1068 holding.
Elevation Wealth Partners first reported a position in Hershey in Q2 2024 and has held it in 5 quarters since.
518 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.