Impact Partnership Wealth
HSY icon

Impact Partnership Wealth’s Hershey HSY Stock Holding History

Impact Partnership Wealth’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 		– Sell
-2,839
Closed -$498K – 500
2026
Q2 		$498K Buy
+2,839
New +$535K 0.05% 258
2026
Q1 		– Sell
-2,386
Closed -$434K – 402
2025
Q4 		$434K Sell
2,386
-126
-5% -$23K 0.06% 223
2025
Q3 		$470K Sell
2,512
-101
-4% -$18.4K 0.07% 167
2025
Q2 		$434K Buy
+2,613
New +$431K 0.08% 159
2025
Q1 		– Sell
-4,604
Closed -$780K – 301
2024
Q4 		$780K Buy
+4,604
New +$826K 0.16% 80
2023
Q4 		– Sell
-12
Closed -$2.4K – 953
2023
Q3 		$2.4K Hold
12
– – ﹤0.01% 803
2023
Q2 		$3K Buy
+12
New +$3.15K ﹤0.01% 577

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Impact Partnership Wealth's HSY Position: Q3 2026 in Review

Impact Partnership Wealth sold out of Hershey (HSY) in Q3 2026, closing a stake of 2,839 shares — an estimated $498K sold.

Impact Partnership Wealth first reported a position in HSY in Q2 2023 and held it in 7 quarters. The position peaked at $780K in Q4 2024. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Impact Partnership Wealth reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,839 Hershey shares in Q3 2026, an estimated $498K.
  • Impact Partnership Wealth first reported a position in Hershey in Q2 2023 and held it in 7 quarters.
  • Impact Partnership Wealth's Hershey position peaked at $780K in Q4 2024.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.