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4Wealth Advisors’s Hershey HSY Stock Holding History

4Wealth Advisors’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
2025
Q3 		– Sell
-1,572
Closed -$261K – 139
2025
Q2 		$261K Sell
1,572
-3
-0.2% -$494 0.26% 116
2025
Q1 		$269K Sell
1,575
-5
-0.3% -$819 0.29% 110
2024
Q4 		$268K Buy
+1,580
New +$283K 0.27% 123

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

4Wealth Advisors's HSY Position: Q3 2025 in Review

4Wealth Advisors sold out of Hershey (HSY) in Q3 2025, closing a stake of 1,572 shares — an estimated $261K sold.

4Wealth Advisors first reported a position in HSY in Q4 2024 and held it in 3 quarters. The position peaked at $269K in Q1 2025. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • 4Wealth Advisors reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • 4Wealth Advisors sold 1,572 Hershey shares in Q3 2025, an estimated $261K.
  • 4Wealth Advisors first reported a position in Hershey in Q4 2024 and held it in 3 quarters.
  • 4Wealth Advisors's Hershey position peaked at $269K in Q1 2025.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on 4Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.