Newbridge Financial Services Group’s Hershey HSY Stock Holding History

Newbridge Financial Services 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	$44.7K	Sell	215 -75	-26%	-$15.8K	0.01%	444
2025 Q4	$52.8K	Buy	290 +1	+0.3%	+$183	0.01%	417
2025 Q3	$54K	Buy	289 +2	+0.7%	+$363	0.01%	497
2025 Q2	$47.7K	Sell	287 -84	-23%	-$13.8K	0.01%	510
2025 Q1	$63.5K	Buy	+371	New	+$60.7K	0.02%	330
2023 Q3	–	Sell	-75	Closed	-$18.8K	–	1347
2023 Q2	$18.8K	Buy	+75	New	+$19.7K	0.01%	719
2022 Q3	–	Sell	-67	Closed	-$15K	–	1421
2022 Q2	$14K	Buy	67 +1	+2%	+$218	0.01%	755
2022 Q1	$14K	Hold	66	–	–	0.01%	832
2021 Q4	$13K	Sell	66 -118	-64%	-$21.4K	0.01%	851
2021 Q3	$31K	Sell	184 -50	-21%	-$8.84K	0.02%	543
2021 Q2	$41K	Sell	234 -286	-55%	-$48.2K	0.03%	503
2021 Q1	$82K	Sell	520 -165	-24%	-$24.8K	0.06%	290
2020 Q4	$104K	Sell	685 -423	-38%	-$62.6K	0.09%	219
2020 Q3	$159K	Buy	+1,108	New	+$157K	0.16%	134

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Newbridge Financial Services Group's HSY Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its Hershey (HSY) stake by 26% in Q1 2026, selling an estimated $15.8K and leaving 215 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #444.

Newbridge Financial Services Group first reported a position in HSY in Q3 2020 and has held it in 14 quarters since. The position peaked at $159K in Q3 2020. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Newbridge Financial Services Group held 215 shares of Hershey worth $44.7K as of Q1 2026.
Newbridge Financial Services Group sold 75 Hershey shares in Q1 2026, an estimated $15.8K.
Hershey made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #444 holding.
Newbridge Financial Services Group first reported a position in Hershey in Q3 2020 and has held it in 14 quarters since.
Newbridge Financial Services Group's Hershey position peaked at $159K in Q3 2020.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.