Atria Wealth Solutions’s Hershey HSY Stock Holding History

Atria Wealth Solutions’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	$2.73M	Sell	16,448 -6,819	-29%	-$1.12M	0.06%	341
2025 Q1	$3.98M	Sell	23,267 -4,075	-15%	-$667K	0.05%	408
2024 Q4	$4.63M	Buy	27,342 +4,494	+20%	+$806K	0.05%	372
2024 Q3	$4.38M	Sell	22,848 -1,372	-6%	-$267K	0.05%	379
2024 Q2	$4.45M	Buy	24,220 +1,215	+5%	+$235K	0.05%	366
2024 Q1	$4.47M	Buy	23,005 +2,229	+11%	+$430K	0.05%	371
2023 Q4	$3.87M	Sell	20,776 -521	-2%	-$98.7K	0.05%	376
2023 Q3	$4.26M	Buy	21,297 +1,607	+8%	+$360K	0.06%	329
2023 Q2	$4.92M	Buy	19,690 +3,703	+23%	+$971K	0.07%	291
2023 Q1	$4.07M	Buy	15,987 +271	+2%	+$63.7K	0.06%	313
2022 Q4	$3.64M	Sell	15,716 -2	-0%	-$461	0.06%	332
2022 Q3	$3.47M	Buy	15,718 +289	+2%	+$64.8K	0.06%	316
2022 Q2	$3.32M	Buy	15,429 +7,880	+104%	+$1.72M	0.07%	321
2022 Q1	$1.64M	Buy	+7,549	New	+$1.53M	0.03%	548

Other funds holding HSY

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

BlackRock New York $5.7T 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 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

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return