High Point Wealth Management
HSY icon

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
Q3 		$40.9K Hold
259
– – 0.03% 163
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

High Point Wealth Management's HSY Position: Q3 2026 in Review

High Point Wealth Management held its Hershey (HSY) position steady in Q3 2026 at 259 shares worth $40.9K. The position accounts for 0.03% of the portfolio, ranked #163.

High Point Wealth Management first reported a position in HSY in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.9K in Q1 2026. 740 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • High Point Wealth Management held 259 shares of Hershey worth $40.9K as of Q3 2026.
  • High Point Wealth Management left its Hershey share count unchanged in Q3 2026.
  • Hershey made up 0.03% of High Point Wealth Management's portfolio in Q3 2026, its #163 holding.
  • High Point Wealth Management first reported a position in Hershey in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Hershey position peaked at $53.9K in Q1 2026.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.