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Clearview Wealth Advisors’s Hershey HSY Stock Holding History

Clearview Wealth Advisors’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
Q4 		$285K Sell
1,567
-60
-4% -$11K 0.18% 90
2025
Q3 		$304K Sell
1,627
-32
-2% -$5.82K 0.19% 85
2025
Q2 		$275K Buy
1,659
+5
+0.3% +$824 0.19% 89
2025
Q1 		$283K Buy
+1,654
New +$271K 0.21% 86
2024
Q4 		– Sell
-1,172
Closed -$225K – 98
2024
Q3 		$225K Sell
1,172
-13
-1% -$2.53K 0.17% 88
2024
Q2 		$218K Buy
+1,185
New +$229K 0.19% 91
2023
Q3 		– Sell
-492
Closed -$123K – 341
2023
Q2 		$123K Buy
492
+1
+0.2% +$262 0.12% 128
2023
Q1 		$125K Hold
491
– – 0.13% 132
2022
Q4 		$114K Buy
491
+1
+0.2% +$231 0.09% 106
2022
Q3 		$108K Buy
490
+1
+0.2% +$224 0.09% 107
2022
Q2 		$105K Sell
489
-50
-9% -$10.9K 0.08% 119
2022
Q1 		$117K Sell
539
-38
-7% -$7.72K 0.08% 127
2021
Q4 		$112K Buy
577
+113
+24% +$20.5K 0.07% 145
2021
Q3 		$78K Sell
464
-18
-4% -$3.18K 0.05% 188
2021
Q2 		$84K Buy
482
+10
+2% +$1.68K 0.05% 183
2021
Q1 		$75K Buy
472
+41
+10% +$6.17K 0.05% 193
2020
Q4 		$66K Buy
+431
New +$63.8K 0.04% 175

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's HSY Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Hershey (HSY) stake by 3.7% in Q4 2025, selling an estimated $11K and leaving 1,567 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #90.

Clearview Wealth Advisors first reported a position in HSY in Q4 2020 and has held it in 17 quarters since. The position peaked at $304K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Clearview Wealth Advisors held 1,567 shares of Hershey worth $285K as of Q4 2025.
  • Clearview Wealth Advisors sold 60 Hershey shares in Q4 2025, an estimated $11K.
  • Hershey made up 0.18% of Clearview Wealth Advisors's portfolio in Q4 2025, its #90 holding.
  • Clearview Wealth Advisors first reported a position in Hershey in Q4 2020 and has held it in 17 quarters since.
  • Clearview Wealth Advisors's Hershey position peaked at $304K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.