Highline Wealth Partners
HSY icon

Highline Wealth Partners’s Hershey HSY Stock Holding History

Highline 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 		$315 Hold
2
– – ﹤0.01% 1416
2026
Q2 		$351 Buy
+2
New +$377 ﹤0.01% 1364
2025
Q2 		– Sell
-26
Closed -$4.45K – 976
2025
Q1 		$4.45K Buy
+26
New +$4.26K ﹤0.01% 452
2024
Q4 		– Sell
-45
Closed -$8.63K – 630
2024
Q3 		$8.63K Buy
+45
New +$8.75K ﹤0.01% 277

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 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

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

Highline Wealth Partners held its Hershey (HSY) position steady in Q3 2026 at 2 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Highline Wealth Partners first reported a position in HSY in Q3 2024 and has held it in 4 quarters since. The position peaked at $8.63K in Q3 2024. 799 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Highline Wealth Partners held 2 shares of Hershey worth $315 as of Q3 2026.
  • Highline Wealth Partners left its Hershey share count unchanged in Q3 2026.
  • Hershey made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1416 holding.
  • Highline Wealth Partners first reported a position in Hershey in Q3 2024 and has held it in 4 quarters since.
  • Highline Wealth Partners's Hershey position peaked at $8.63K in Q3 2024.
  • 799 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.