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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 0.06% 321
2022
Q1 		$1.64M Buy
+7,549
New +$1.53M 0.03% 548

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Atria Wealth Solutions's HSY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Hershey (HSY) stake by 29% in Q2 2025, selling an estimated $1.12M and leaving 16,448 shares worth $2.73M. The position accounts for 0.06% of the portfolio, ranked #341.

Atria Wealth Solutions first reported a position in HSY in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.92M in Q2 2023. 1,312 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Atria Wealth Solutions held 16,448 shares of Hershey worth $2.73M as of Q2 2025.
  • Atria Wealth Solutions sold 6,819 Hershey shares in Q2 2025, an estimated $1.12M.
  • Hershey made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #341 holding.
  • Atria Wealth Solutions first reported a position in Hershey in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Hershey position peaked at $4.92M in Q2 2023.
  • 1,312 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.