AWAU
HSY icon

Alliance Wealth Advisors (Utah)’s Hershey HSY Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q2 		– Sell
-14,916
Closed -$2.55M – 279
2025
Q1 		$2.55M Buy
14,916
+86
+0.6% +$14.1K 0.67% 51
2024
Q4 		$2.51M Buy
14,830
+435
+3% +$78K 0.65% 57
2024
Q3 		$2.76M Buy
14,395
+801
+6% +$156K 0.73% 54
2024
Q2 		$2.5M Buy
13,594
+436
+3% +$84.4K 0.73% 46
2024
Q1 		$2.56M Buy
+13,158
New +$2.54M 0.76% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s HSY Position: Q2 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Hershey (HSY) in Q2 2025, closing a stake of 14,916 shares — an estimated $2.55M sold.

Alliance Wealth Advisors (Utah) first reported a position in HSY in Q1 2024 and held it in 5 quarters. The position peaked at $2.76M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 14,916 Hershey shares in Q2 2025, an estimated $2.55M.
  • Alliance Wealth Advisors (Utah) first reported a position in Hershey in Q1 2024 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s Hershey position peaked at $2.76M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2025, filed 14 Aug 2025.