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NorthRock Partners’s Hershey HSY Stock Holding History

NorthRock 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
Q1 		$394K Buy
1,893
+695
+58% +$147K 0.01% 461
2025
Q4 		$218K Sell
1,198
-132
-10% -$24.1K ﹤0.01% 551
2025
Q3 		$249K Buy
1,330
+56
+4% +$10.2K ﹤0.01% 763
2025
Q2 		$211K Hold
1,274
– – 0.01% 632
2025
Q1 		$218K Buy
+1,274
New +$209K 0.01% 545
2024
Q4 		– Sell
-1,796
Closed -$345K – 817
2024
Q3 		$345K Buy
1,796
+88
+5% +$17.1K 0.01% 454
2024
Q2 		$314K Buy
1,708
+335
+24% +$64.8K 0.01% 459
2024
Q1 		$267K Buy
+1,373
New +$265K 0.01% 506

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NorthRock Partners's HSY Position: Q1 2026 in Review

NorthRock Partners increased its Hershey (HSY) stake by 58% in Q1 2026, buying an estimated $147K and bringing the position to 1,893 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #461.

NorthRock Partners first reported a position in HSY in Q1 2024 and has held it in 8 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • NorthRock Partners held 1,893 shares of Hershey worth $394K as of Q1 2026.
  • NorthRock Partners bought 695 Hershey shares in Q1 2026, an estimated $147K.
  • Hershey made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #461 holding.
  • NorthRock Partners first reported a position in Hershey in Q1 2024 and has held it in 8 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.