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Connecticut Wealth Management’s Hershey HSY Stock Holding History

Connecticut 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
Q1 		– Sell
-1,303
Closed -$221K – 312
2024
Q4 		$221K Sell
1,303
-54
-4% -$9.68K 0.01% 254
2024
Q3 		$260K Sell
1,357
-409
-23% -$79.5K 0.01% 281
2024
Q2 		$325K Buy
1,766
+269
+18% +$52K 0.02% 254
2024
Q1 		$291K Sell
1,497
-4
-0.3% -$772 0.02% 272
2023
Q4 		$280K Buy
1,501
+384
+34% +$72.8K 0.02% 270
2023
Q3 		$223K Sell
1,117
-287
-20% -$64.2K 0.02% 270
2023
Q2 		$351K Sell
1,404
-5
-0.4% -$1.31K 0.02% 187
2023
Q1 		$358K Buy
1,409
+18
+1% +$4.23K 0.03% 170
2022
Q4 		$322K Hold
1,391
– – 0.03% 153
2022
Q3 		$307K Buy
+1,391
New +$312K 0.03% 142

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

Connecticut Wealth Management's HSY Position: Q1 2025 in Review

Connecticut Wealth Management sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,303 shares — an estimated $221K sold.

Connecticut Wealth Management first reported a position in HSY in Q3 2022 and held it in 10 quarters. The position peaked at $358K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Connecticut Wealth Management reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 1,303 Hershey shares in Q1 2025, an estimated $221K.
  • Connecticut Wealth Management first reported a position in Hershey in Q3 2022 and held it in 10 quarters.
  • Connecticut Wealth Management's Hershey position peaked at $358K in Q1 2023.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Connecticut Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.