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Cherry Tree Wealth Management’s Hershey HSY Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-9
Closed -$1.54K – 668
2025
Q1 		$1.54K Hold
9
– – ﹤0.01% 651
2024
Q4 		$1.52K Hold
9
– – ﹤0.01% 552
2024
Q3 		$1.73K Hold
9
– – ﹤0.01% 544
2024
Q2 		$1.66K Buy
9
+3
+50% +$580 ﹤0.01% 524
2024
Q1 		$1.17K Hold
6
– – ﹤0.01% 539
2023
Q4 		$1.12K Hold
6
– – ﹤0.01% 537
2023
Q3 		$1.2K Hold
6
– – ﹤0.01% 522
2023
Q2 		$1.5K Buy
+6
New +$1.57K ﹤0.01% 513

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Cherry Tree Wealth Management's HSY Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 9 shares — an estimated $1.54K sold.

Cherry Tree Wealth Management first reported a position in HSY in Q2 2023 and held it in 8 quarters. The position peaked at $1.73K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 9 Hershey shares in Q2 2025, an estimated $1.54K.
  • Cherry Tree Wealth Management first reported a position in Hershey in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's Hershey position peaked at $1.73K in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.