Avantax Advisory Services’s Hershey HSY Stock Holding History

Avantax Advisory Services’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	$2.18M	Buy	13,159 +525	+4%	+$86.5K	0.01%	758
2025 Q1	$2.16M	Buy	12,634 +1,455	+13%	+$238K	0.01%	702
2024 Q4	$1.89M	Sell	11,179 -5,841	-34%	-$1.05M	0.01%	738
2024 Q3	$3.26M	Buy	17,020 +1,020	+6%	+$198K	0.02%	514
2024 Q2	$2.94M	Buy	16,000 +10,631	+198%	+$2.06M	0.02%	536
2024 Q1	$1.04M	Sell	5,369 -342	-6%	-$66K	0.01%	729
2023 Q4	$1.06M	Sell	5,711 -690	-11%	-$131K	0.01%	686
2023 Q3	$1.28M	Sell	6,401 -13	-0.2%	-$2.91K	0.01%	598
2023 Q2	$1.6M	Sell	6,414 -139	-2%	-$36.5K	0.02%	526
2023 Q1	$1.67M	Buy	6,553 +408	+7%	+$95.9K	0.02%	494
2022 Q4	$1.42M	Buy	6,145 +252	+4%	+$58.1K	0.02%	517
2022 Q3	$1.3M	Sell	5,893 -275	-4%	-$61.6K	0.02%	485
2022 Q2	$1.33M	Sell	6,168 -285	-4%	-$62.1K	0.02%	476
2022 Q1	$1.4M	Sell	6,453 -1,117	-15%	-$227K	0.02%	455
2021 Q4	$1.47M	Sell	7,570 -942	-11%	-$171K	0.02%	424
2021 Q3	$1.44M	Buy	8,512 +63	+0.7%	+$11.1K	0.02%	404
2021 Q2	$1.47M	Sell	8,449 -2,672	-24%	-$450K	0.03%	395
2021 Q1	$1.76M	Sell	11,121 -198	-2%	-$29.8K	0.04%	312
2020 Q4	$1.72M	Sell	11,319 -6,143	-35%	-$909K	0.04%	294
2020 Q3	$2.51M	Buy	17,462 +2,470	+16%	+$350K	0.04%	320
2020 Q2	$1.95M	Buy	14,992 +478	+3%	+$64.3K	0.06%	219
2020 Q1	$1.92M	Buy	14,514 +4,161	+40%	+$614K	0.06%	199
2019 Q4	$1.52M	Buy	10,353 +2,645	+34%	+$392K	0.04%	261
2019 Q3	$1.19M	Buy	7,708 +5,466	+244%	+$825K	0.05%	187
2019 Q2	$300K	Buy	2,242 +221	+11%	+$28.1K	0.01%	392
2019 Q1	$232K	Buy	2,021 +37	+2%	+$4.03K	0.01%	422
2018 Q4	$213K	Buy	+1,984	New	+$211K	0.04%	365

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

Avantax Advisory Services's HSY Position: Q2 2025 in Review

Avantax Advisory Services increased its Hershey (HSY) stake by 4.2% in Q2 2025, buying an estimated $86.5K and bringing the position to 13,159 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #758.

Avantax Advisory Services first reported a position in HSY in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.26M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Avantax Advisory Services held 13,159 shares of Hershey worth $2.18M as of Q2 2025.
Avantax Advisory Services bought 525 Hershey shares in Q2 2025, an estimated $86.5K.
Hershey made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #758 holding.
Avantax Advisory Services first reported a position in Hershey in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Hershey position peaked at $3.26M in Q3 2024.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.