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Sagespring Wealth Partners’s Hershey HSY Stock Holding History

Sagespring 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 		– Sell
-1,447
Closed -$301K – 857
2026
Q1 		$301K Buy
1,447
+166
+13% +$35K 0.01% 657
2025
Q4 		$233K Buy
+1,281
New +$234K ﹤0.01% 708

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Sagespring Wealth Partners sold out of Hershey (HSY) in Q2 2026, closing a stake of 1,447 shares — an estimated $301K sold.

Sagespring Wealth Partners first reported a position in HSY in Q4 2025 and held it in 2 quarters. The position peaked at $301K in Q1 2026. 889 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,447 Hershey shares in Q2 2026, an estimated $301K.
  • Sagespring Wealth Partners first reported a position in Hershey in Q4 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Hershey position peaked at $301K in Q1 2026.
  • 889 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.