Root Financial Partners
HSY icon

Root Financial Partners’s Hershey HSY Stock Holding History

Root Financial 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
Q3 		$46.3K Buy
+294
New +$51.8K ﹤0.01% 1128
2026
Q2 		– Sell
-365
Closed -$75.8K – 1655
2026
Q1 		$75.8K Sell
365
-154
-30% -$32.5K ﹤0.01% 691
2025
Q4 		$94.4K Sell
519
-36
-6% -$6.58K ﹤0.01% 486
2025
Q3 		$104K Buy
+555
New +$101K 0.01% 431

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

Root Financial Partners's HSY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hershey (HSY) in Q3 2026: 294 shares worth $46.3K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HSY as recently as Q1 2026.

Root Financial Partners first reported a position in HSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q3 2025. 869 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Root Financial Partners held 294 shares of Hershey worth $46.3K as of Q3 2026.
  • Hershey was a new Root Financial Partners position in Q3 2026.
  • Hershey made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1128 holding.
  • Root Financial Partners first reported a position in Hershey in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Hershey position peaked at $104K in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.