HAG
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HighPoint Advisor Group’s Hershey HSY Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-4,407
Closed -$802K – 835
2025
Q4 		$802K Sell
4,407
-44
-1% -$8.04K 0.02% 527
2025
Q3 		$833K Sell
4,451
-87
-2% -$15.8K 0.04% 285
2025
Q2 		$753K Buy
4,538
+301
+7% +$49.6K 0.04% 295
2025
Q1 		$699K Buy
4,237
+139
+3% +$22.8K 0.04% 297
2024
Q4 		$648K Sell
4,098
-141
-3% -$25.3K 0.04% 318
2024
Q3 		$760K Buy
4,239
+51
+1% +$9.91K 0.04% 278
2024
Q2 		$812K Sell
4,188
-39
-0.9% -$7.55K 0.05% 260
2024
Q1 		$886K Sell
4,227
-19
-0.4% -$3.67K 0.06% 236
2023
Q4 		$816K Buy
+4,246
New +$805K 0.06% 255
2022
Q2 		$884K Buy
+4,008
New +$873K 0.1% 171
2021
Q3 		$876K Sell
5,174
-1,154
-18% -$204K 0.09% 196
2021
Q2 		$1.1M Buy
6,328
+1,830
+41% +$308K 0.11% 149
2021
Q1 		$717K Buy
4,498
+260
+6% +$39.2K 0.08% 197
2020
Q4 		$634K Buy
4,238
+1,294
+44% +$191K 0.08% 207
2020
Q3 		$426K Buy
2,944
+7
+0.2% +$993 0.08% 208
2020
Q2 		$382K Sell
2,937
-588
-17% -$79.1K 0.08% 198
2020
Q1 		$478K Sell
3,525
-1,172
-25% -$173K 0.11% 155
2019
Q4 		$717K Sell
4,697
-1,665
-26% -$247K 0.15% 125
2019
Q3 		$896K Buy
6,362
+4,635
+268% +$700K 0.2% 94
2019
Q2 		$253K Sell
1,727
-1,032
-37% -$131K 0.06% 269
2019
Q1 		$342K Sell
2,759
-113
-4% -$12.3K 0.08% 213
2018
Q4 		$315K Buy
2,872
+1,225
+74% +$130K 0.08% 213
2018
Q3 		$174K Buy
+1,647
New +$163K 0.05% 327

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

HighPoint Advisor Group's HSY Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Hershey (HSY) in Q1 2026, closing a stake of 4,407 shares — an estimated $802K sold.

HighPoint Advisor Group first reported a position in HSY in Q3 2018 and held it in 23 quarters. The position peaked at $1.1M in Q2 2021. 1,477 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,407 Hershey shares in Q1 2026, an estimated $802K.
  • HighPoint Advisor Group first reported a position in Hershey in Q3 2018 and held it in 23 quarters.
  • HighPoint Advisor Group's Hershey position peaked at $1.1M in Q2 2021.
  • 1,477 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.