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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
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 $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

Root Financial Partners's HSY Position: Q1 2026 in Review

Root Financial Partners reduced its Hershey (HSY) stake by 30% in Q1 2026, selling an estimated $32.5K and leaving 365 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Root Financial Partners first reported a position in HSY in Q3 2025 and has held it in 3 quarters since. The position peaked at $104K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Root Financial Partners held 365 shares of Hershey worth $75.8K as of Q1 2026.
  • Root Financial Partners sold 154 Hershey shares in Q1 2026, an estimated $32.5K.
  • Hershey made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #691 holding.
  • Root Financial Partners first reported a position in Hershey in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Hershey position peaked at $104K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.