Claris Financial’s Hershey HSY Stock Holding History

Claris Financial’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	-1,329	Closed	-$225K	–	145
2025 Q1	$225K	Hold	1,329	–	–	0.15%	148
2024 Q4	$225K	Buy	+1,329	New	+$238K	0.15%	148

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

Claris Financial's HSY Position: Q2 2025 in Review

Claris Financial sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,329 shares — an estimated $225K sold.

Claris Financial first reported a position in HSY in Q4 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Claris Financial reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Claris Financial sold 1,329 Hershey shares in Q2 2025, an estimated $225K.
Claris Financial first reported a position in Hershey in Q4 2024 and held it in 2 quarters.
Claris Financial's Hershey position peaked at $225K in Q1 2025.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.