AlTi Global’s Hershey HSY Stock Holding History

AlTi Global’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	-15,250	Closed	-$2.61M	–	432
2025 Q1	$2.61M	Buy	+15,250	New	+$2.5M	0.07%	125

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AlTi Global's HSY Position: Q2 2025 in Review

AlTi Global sold out of Hershey (HSY) in Q2 2025, closing a stake of 15,250 shares — an estimated $2.61M sold.

AlTi Global first reported a position in HSY in Q1 2025 and held it in 1 quarter. The position peaked at $2.61M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

AlTi Global reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
AlTi Global sold 15,250 Hershey shares in Q2 2025, an estimated $2.61M.
AlTi Global first reported a position in Hershey in Q1 2025 and held it in 1 quarter.
AlTi Global's Hershey position peaked at $2.61M in Q1 2025.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on AlTi Global's 13F filing for Q2 2025, filed 31 Jul 2025.