PWP
HSY icon

Perfromance Wealth Partners’s Hershey HSY Stock Holding History

Perfromance Wealth 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 		$263K Sell
1,497
-73
-5% -$13.8K 0.01% 190
2026
Q1 		$326K Buy
1,570
+32
+2% +$6.75K 0.01% 157
2025
Q4 		$280K Buy
+1,538
New +$281K 0.01% 171

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 $3.37T AUM 44.26% 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

Perfromance Wealth Partners's HSY Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Hershey (HSY) stake by 4.6% in Q2 2026, selling an estimated $13.8K and leaving 1,497 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #190.

Perfromance Wealth Partners first reported a position in HSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Perfromance Wealth Partners held 1,497 shares of Hershey worth $263K as of Q2 2026.
  • Perfromance Wealth Partners sold 73 Hershey shares in Q2 2026, an estimated $13.8K.
  • Hershey made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #190 holding.
  • Perfromance Wealth Partners first reported a position in Hershey in Q4 2025 and has held it in 3 quarters since.
  • Perfromance Wealth Partners's Hershey position peaked at $326K in Q1 2026.
  • 1,408 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.