Focus Partners Wealth
HSY icon

Focus Partners Wealth’s Hershey HSY Stock Holding History

Focus Partners 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
Q2 		$35.9M Sell
204,412
-71,286
-26% -$13.4M 0.04% 382
2026
Q1 		$57.3M Buy
275,698
+13,579
+5% +$2.86M 0.06% 265
2025
Q4 		$47.7M Buy
262,119
+52,213
+25% +$9.55M 0.05% 292
2025
Q3 		$39.3M Sell
209,906
-10,519
-5% -$1.91M 0.06% 255
2025
Q2 		$36.6M Sell
220,425
-7,337
-3% -$1.21M 0.08% 236
2025
Q1 		$39M Buy
227,762
+20,455
+10% +$3.35M 0.1% 207
2024
Q4 		$35.1M Buy
207,307
+89,938
+77% +$16.1M 0.09% 216
2024
Q3 		$22.5M Buy
117,369
+11,865
+11% +$2.31M 0.07% 270
2024
Q2 		$19.4M Buy
105,504
+100,399
+1,967% +$19.4M 0.07% 248
2024
Q1 		$993K Buy
5,105
+2,966
+139% +$572K 0.01% 599
2023
Q4 		$399K Buy
+2,139
New +$405K 0.01% 617

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth's HSY Position: Q2 2026 in Review

Focus Partners Wealth reduced its Hershey (HSY) stake by 26% in Q2 2026, selling an estimated $13.4M and leaving 204,412 shares worth $35.9M. The position accounts for 0.04% of the portfolio, ranked #382.

Focus Partners Wealth first reported a position in HSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.3M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Focus Partners Wealth held 204,412 shares of Hershey worth $35.9M as of Q2 2026.
  • Focus Partners Wealth sold 71,286 Hershey shares in Q2 2026, an estimated $13.4M.
  • Hershey made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #382 holding.
  • Focus Partners Wealth first reported a position in Hershey in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Hershey position peaked at $57.3M in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.