EFA
HSY icon

Edge Financial Advisors’s Hershey HSY Stock Holding History

Edge Financial 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 		$432K Buy
2,371
+20
+0.9% +$3.66K 0.18% 90
2025
Q3 		$440K Buy
2,351
+17
+0.7% +$3.09K 0.2% 90
2025
Q2 		$387K Buy
2,334
+19
+0.8% +$3.13K 0.2% 80
2025
Q1 		$396K Buy
2,315
+18
+0.8% +$2.95K 0.25% 64
2024
Q4 		$389K Buy
2,297
+17
+0.7% +$3.05K 0.35% 59
2024
Q3 		$437K Buy
2,280
+15
+0.7% +$2.92K 0.39% 58
2024
Q2 		$416K Sell
2,265
-173
-7% -$33.5K 0.43% 55
2024
Q1 		$474K Buy
+2,438
New +$470K 0.42% 66

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

Edge Financial Advisors's HSY Position: Q4 2025 in Review

Edge Financial Advisors increased its Hershey (HSY) stake by 0.85% in Q4 2025, buying an estimated $3.66K and bringing the position to 2,371 shares worth $432K. The position accounts for 0.18% of the portfolio, ranked #90.

Edge Financial Advisors first reported a position in HSY in Q1 2024 and has held it in 8 quarters since. The position peaked at $474K in Q1 2024. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Edge Financial Advisors held 2,371 shares of Hershey worth $432K as of Q4 2025.
  • Edge Financial Advisors bought 20 Hershey shares in Q4 2025, an estimated $3.66K.
  • Hershey made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #90 holding.
  • Edge Financial Advisors first reported a position in Hershey in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's Hershey position peaked at $474K in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.