AWM
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Accredited Wealth Management’s Hershey HSY Stock Holding History

Accredited Wealth Management’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 		$149K Sell
137
-611
-82% -$111K 0.11% 78
2025
Q2 		$124K Buy
748
+740
+9,250% +$122K 0.1% 87
2025
Q1 		$1.37K Hold
8
– – ﹤0.01% 337
2024
Q4 		$1.35K Buy
+8
New +$1.44K ﹤0.01% 338

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Accredited Wealth Management's HSY Position: Q3 2025 in Review

Accredited Wealth Management reduced its Hershey (HSY) stake by 82% in Q3 2025, selling an estimated $111K and leaving 137 shares worth $149K. The position accounts for 0.11% of the portfolio, ranked #78.

Accredited Wealth Management first reported a position in HSY in Q4 2024 and has held it in 4 quarters since. 1,357 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Accredited Wealth Management held 137 shares of Hershey worth $149K as of Q3 2025.
  • Accredited Wealth Management sold 611 Hershey shares in Q3 2025, an estimated $111K.
  • Hershey made up 0.11% of Accredited Wealth Management's portfolio in Q3 2025, its #78 holding.
  • Accredited Wealth Management first reported a position in Hershey in Q4 2024 and has held it in 4 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.