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Congress Wealth Management’s Hershey HSY Stock Holding History

Congress 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 		$1.35M Buy
8,163
+2,853
+54% +$470K 0.01% 630
2025
Q1 		$906K Buy
5,310
+1,648
+45% +$270K 0.01% 653
2024
Q4 		$620K Sell
3,662
-6,897
-65% -$1.24M 0.01% 593
2024
Q3 		$2.03M Buy
10,559
+7,916
+300% +$1.54M 0.03% 427
2024
Q2 		$486K Buy
2,643
+113
+4% +$21.9K 0.01% 538
2024
Q1 		$492K Sell
2,530
-581
-19% -$112K 0.01% 451
2023
Q4 		$580K Buy
3,111
+762
+32% +$144K 0.01% 447
2023
Q3 		$470K Sell
2,349
-138
-6% -$30.9K 0.01% 466
2023
Q2 		$621K Sell
2,487
-100
-4% -$26.2K 0.01% 391
2023
Q1 		$658K Buy
2,587
+29
+1% +$6.81K 0.02% 390
2022
Q4 		$592K Buy
2,558
+451
+21% +$104K 0.02% 390
2022
Q3 		$465K Buy
+2,107
New +$472K 0.01% 416

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Congress Wealth Management's HSY Position: Q2 2025 in Review

Congress Wealth Management increased its Hershey (HSY) stake by 54% in Q2 2025, buying an estimated $470K and bringing the position to 8,163 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #630.

Congress Wealth Management first reported a position in HSY in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.03M in Q3 2024. 1,313 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Congress Wealth Management held 8,163 shares of Hershey worth $1.35M as of Q2 2025.
  • Congress Wealth Management bought 2,853 Hershey shares in Q2 2025, an estimated $470K.
  • Hershey made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #630 holding.
  • Congress Wealth Management first reported a position in Hershey in Q3 2022 and has held it in 12 quarters since.
  • Congress Wealth Management's Hershey position peaked at $2.03M in Q3 2024.
  • 1,313 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

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