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Cyndeo Wealth Partners’s Hershey HSY Stock Holding History

Cyndeo Wealth Partners’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
-38,683
Closed -$7.24M – 491
2025
Q3 		$7.24M Buy
38,683
+75
+0.2% +$13.6K 0.4% 71
2025
Q2 		$6.41M Buy
+38,608
New +$6.36M 0.38% 80

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 $3.37T AUM 44.26% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cyndeo Wealth Partners's HSY Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of Hershey (HSY) in Q4 2025, closing a stake of 38,683 shares — an estimated $7.24M sold.

Cyndeo Wealth Partners first reported a position in HSY in Q2 2025 and held it in 2 quarters. The position peaked at $7.24M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Cyndeo Wealth Partners reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 38,683 Hershey shares in Q4 2025, an estimated $7.24M.
  • Cyndeo Wealth Partners first reported a position in Hershey in Q2 2025 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Hershey position peaked at $7.24M in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.