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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
Q2 		$81.6K Buy
465
+250
+116% +$47.1K 0.01% 378
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Newbridge Financial Services Group's HSY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Hershey (HSY) stake by 116% in Q2 2026, buying an estimated $47.1K and bringing the position to 465 shares worth $81.6K. The position accounts for 0.01% of the portfolio, ranked #378.

Newbridge Financial Services Group first reported a position in HSY in Q3 2020 and has held it in 15 quarters since. The position peaked at $159K in Q3 2020. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Newbridge Financial Services Group held 465 shares of Hershey worth $81.6K as of Q2 2026.
  • Newbridge Financial Services Group bought 250 Hershey shares in Q2 2026, an estimated $47.1K.
  • Hershey made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #378 holding.
  • Newbridge Financial Services Group first reported a position in Hershey in Q3 2020 and has held it in 15 quarters since.
  • Newbridge Financial Services Group's Hershey position peaked at $159K in Q3 2020.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.