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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
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

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

Root Financial Partners's HSY Position: Q2 2026 in Review

Root Financial Partners sold out of Hershey (HSY) in Q2 2026, closing a stake of 365 shares — an estimated $75.8K sold.

Root Financial Partners first reported a position in HSY in Q3 2025 and held it in 3 quarters. The position peaked at $104K in Q3 2025. 1,409 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Root Financial Partners reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 365 Hershey shares in Q2 2026, an estimated $75.8K.
  • Root Financial Partners first reported a position in Hershey in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hershey position peaked at $104K in Q3 2025.
  • 1,409 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.