CRWM
HSY icon

Castle Rock Wealth Management’s Hershey HSY Stock Holding History

Castle Rock Wealth Management’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
2026
Q2 		$1.58M Sell
8,861
-2
-0% -$377 0.31% 90
2026
Q1 		$1.83M Buy
8,863
+1
+0% +$211 0.4% 74
2025
Q4 		$1.79M Buy
8,862
+1
+0% +$183 0.39% 79
2025
Q3 		$1.68M Buy
8,861
+1
+0% +$182 0.37% 78
2025
Q2 		$1.58M Hold
8,860
– – 0.37% 76
2025
Q1 		$1.5M Hold
8,860
– – 0.4% 68
2024
Q4 		$1.4M Sell
8,860
-57
-0.6% -$10.2K 0.33% 84
2024
Q3 		$1.68M Buy
8,917
+53
+0.6% +$10.3K 0.4% 72
2024
Q2 		$1.62M Buy
8,864
+3
+0% +$580 0.4% 68
2024
Q1 		$1.72M Buy
8,861
+1
+0% +$193 0.47% 57
2023
Q4 		$1.66M Hold
8,860
– – 0.5% 52
2023
Q3 		$1.71M Hold
8,860
– – 0.57% 34
2023
Q2 		$2.2M Hold
8,860
– – 0.75% 24
2023
Q1 		$2.43M Hold
8,860
– – 0.87% 17
2022
Q4 		$1.95M Hold
8,860
– – 0.87% 22
2022
Q3 		$2M Hold
8,860
– – 1.01% 16
2022
Q2 		$1.95M Buy
+8,860
New +$1.93M 0.99% 20

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return