Barlow Wealth Partners’s Hershey HSY Stock Holding History

Barlow Wealth Partners’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	-67,596	Closed	-$11M	–	138
2025 Q1	$11M	Buy	+67,596	New	+$11.1M	1.45%	31

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

Barlow Wealth Partners's HSY Position: Q2 2025 in Review

Barlow Wealth Partners sold out of Hershey (HSY) in Q2 2025, closing a stake of 67,596 shares — an estimated $11M sold.

Barlow Wealth Partners first reported a position in HSY in Q1 2025 and held it in 1 quarter. The position peaked at $11M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Barlow Wealth Partners reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Barlow Wealth Partners sold 67,596 Hershey shares in Q2 2025, an estimated $11M.
Barlow Wealth Partners first reported a position in Hershey in Q1 2025 and held it in 1 quarter.
Barlow Wealth Partners's Hershey position peaked at $11M in Q1 2025.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Barlow Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.