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Crowley Wealth Management’s Hershey HSY Stock Holding History

Crowley 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
Q4 		– Sell
-324
Closed -$60.6K – 158
2025
Q3 		$60.6K Buy
324
+100
+45% +$18.2K 0.05% 138
2025
Q2 		$37.2K Buy
224
+60
+37% +$9.89K 0.03% 159
2025
Q1 		$28K Hold
164
– – 0.03% 172
2024
Q4 		$27.8K Buy
+164
New +$29.4K 0.02% 174

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

Crowley Wealth Management's HSY Position: Q4 2025 in Review

Crowley Wealth Management sold out of Hershey (HSY) in Q4 2025, closing a stake of 324 shares — an estimated $60.6K sold.

Crowley Wealth Management first reported a position in HSY in Q4 2024 and held it in 4 quarters. The position peaked at $60.6K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Crowley Wealth Management reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 324 Hershey shares in Q4 2025, an estimated $60.6K.
  • Crowley Wealth Management first reported a position in Hershey in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Hershey position peaked at $60.6K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.