FineMark National Bank & Trust’s Hershey HSY Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$273K	Sell	1,498 -225	-13%	-$41.1K	0.01%	392
2025 Q3	$322K	Sell	1,723 -7	-0.4%	-$1.27K	0.01%	364
2025 Q2	$287K	Sell	1,730 -250	-13%	-$41.2K	0.01%	383
2025 Q1	$339K	Sell	1,980 -3	-0.2%	-$491	0.01%	341
2024 Q4	$336K	Hold	1,983	–	–	0.01%	335
2024 Q3	$380K	Hold	1,983	–	–	0.01%	321
2024 Q2	$365K	Sell	1,983 -72	-4%	-$13.9K	0.01%	318
2024 Q1	$400K	Buy	2,055 +168	+9%	+$32.4K	0.01%	308
2023 Q4	$352K	Buy	1,887 +18	+1%	+$3.41K	0.01%	316
2023 Q3	$374K	Hold	1,869	–	–	0.02%	302
2023 Q2	$467K	Hold	1,869	–	–	0.02%	289
2023 Q1	$475K	Buy	1,869 +102	+6%	+$24K	0.02%	280
2022 Q4	$409K	Hold	1,767	–	–	0.02%	281
2022 Q3	$390K	Buy	1,767 +100	+6%	+$22.4K	0.02%	286
2022 Q2	$359K	Sell	1,667 -18	-1%	-$3.92K	0.02%	312
2022 Q1	$365K	Buy	1,685 +37	+2%	+$7.51K	0.01%	327
2021 Q4	$319K	Buy	1,648 +10	+0.6%	+$1.81K	0.01%	373
2021 Q3	$277K	Hold	1,638	–	–	0.01%	380
2021 Q2	$285K	Buy	1,638 +219	+15%	+$36.9K	0.01%	382
2021 Q1	$224K	Sell	1,419 -7	-0.5%	-$1.05K	0.01%	407
2020 Q4	$217K	Buy	1,426 +7	+0.5%	+$1.04K	0.01%	387
2020 Q3	$203K	Buy	+1,419	New	+$201K	0.01%	363
2019 Q1	–	Sell	-2,699	Closed	-$289K	–	342
2018 Q4	$289K	Hold	2,699	–	–	0.02%	280
2018 Q3	$275K	Sell	2,699 -270	-9%	-$26.7K	0.02%	269
2018 Q2	$276K	Buy	2,969 +270	+10%	+$25.2K	0.02%	328
2018 Q1	$267K	Hold	2,699	–	–	0.02%	325
2017 Q4	$306K	Hold	2,699	–	–	0.02%	296
2017 Q3	$295K	Hold	2,699	–	–	0.02%	300
2017 Q2	$290K	Sell	2,699 -1,314	-33%	-$145K	0.02%	289
2017 Q1	$438K	Hold	4,013	–	–	0.03%	238
2016 Q4	$415K	Buy	4,013 +1,120	+39%	+$111K	0.03%	236
2016 Q3	$277K	Buy	2,893 +1,500	+108%	+$159K	0.03%	284
2016 Q2	$158K	Hold	1,393	–	–	0.02%	344
2016 Q1	$128K	Sell	1,393 -275	-16%	-$24.5K	0.02%	371
2015 Q4	$149K	Hold	1,668	–	–	0.02%	368
2015 Q3	$153K	Hold	1,668	–	–	0.02%	371
2015 Q2	$148K	Sell	1,668 -50	-3%	-$4.71K	0.02%	394
2015 Q1	$173K	Buy	1,718 +293	+21%	+$30.6K	0.02%	375
2014 Q4	$148K	Hold	1,425	–	–	0.02%	407
2014 Q3	$136K	Hold	1,425	–	–	0.02%	402
2014 Q2	$139K	Sell	1,425 -150	-10%	-$14.7K	0.02%	395
2014 Q1	$164K	Hold	1,575	–	–	0.03%	350
2013 Q4	$153K	Hold	1,575	–	–	0.03%	346
2013 Q3	$146K	Sell	1,575 -195	-11%	-$18.2K	0.04%	356
2013 Q2	$158K	Buy	+1,770	New	+$156K	0.05%	310

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FineMark National Bank & Trust's HSY Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Hershey (HSY) stake by 13% in Q4 2025, selling an estimated $41.1K and leaving 1,498 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #392.

FineMark National Bank & Trust first reported a position in HSY in Q2 2013 and has held it in 45 quarters since. The position peaked at $475K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

FineMark National Bank & Trust held 1,498 shares of Hershey worth $273K as of Q4 2025.
FineMark National Bank & Trust sold 225 Hershey shares in Q4 2025, an estimated $41.1K.
Hershey made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #392 holding.
FineMark National Bank & Trust first reported a position in Hershey in Q2 2013 and has held it in 45 quarters since.
FineMark National Bank & Trust's Hershey position peaked at $475K in Q1 2023.
1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.