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High Point Wealth Management’s Hershey HSY Stock Holding History

High Point Wealth Management’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 		$45.5K Hold
259
– – 0.04% 145
2026
Q1 		$53.9K Hold
259
– – 0.05% 130
2025
Q4 		$47.2K Buy
+259
New +$47.3K 0.04% 147

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

High Point Wealth Management's HSY Position: Q2 2026 in Review

High Point Wealth Management held its Hershey (HSY) position steady in Q2 2026 at 259 shares worth $45.5K. The position accounts for 0.04% of the portfolio, ranked #145.

High Point Wealth Management first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.9K in Q1 2026. 818 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • High Point Wealth Management held 259 shares of Hershey worth $45.5K as of Q2 2026.
  • High Point Wealth Management left its Hershey share count unchanged in Q2 2026.
  • Hershey made up 0.04% of High Point Wealth Management's portfolio in Q2 2026, its #145 holding.
  • High Point Wealth Management first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Hershey position peaked at $53.9K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.