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HUB Investment Partners’s Hershey HSY Stock Holding History

HUB Investment 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
Q2 		$256K Sell
1,462
-304
-17% -$57.3K ﹤0.01% 1082
2026
Q1 		$367K Sell
1,766
-4,334
-71% -$914K 0.01% 706
2025
Q4 		$1.11M Buy
6,100
+107
+2% +$19.6K 0.03% 287
2025
Q3 		$1.12M Buy
+5,993
New +$1.09M 0.04% 265
2024
Q4 		– Sell
-1,070
Closed -$205K – 625
2024
Q3 		$205K Buy
+1,070
New +$208K 0.01% 474

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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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

HUB Investment Partners's HSY Position: Q2 2026 in Review

HUB Investment Partners reduced its Hershey (HSY) stake by 17% in Q2 2026, selling an estimated $57.3K and leaving 1,462 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

HUB Investment Partners first reported a position in HSY in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 889 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • HUB Investment Partners held 1,462 shares of Hershey worth $256K as of Q2 2026.
  • HUB Investment Partners sold 304 Hershey shares in Q2 2026, an estimated $57.3K.
  • Hershey made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1082 holding.
  • HUB Investment Partners first reported a position in Hershey in Q3 2024 and has held it in 5 quarters since.
  • HUB Investment Partners's Hershey position peaked at $1.12M in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.