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Evexia Wealth’s Hershey HSY Stock Holding History

Evexia Wealth’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 		– Sell
-7,591
Closed -$1.25M – 81
2025
Q1 		$1.25M Sell
7,591
-588
-7% -$96.3K 0.45% 45
2024
Q4 		$1.27M Sell
8,179
-1,151
-12% -$206K 0.43% 45
2024
Q3 		$1.75M Sell
9,330
-10,579
-53% -$2.06M 0.62% 39
2024
Q2 		$3.81M Sell
19,909
-11
-0.1% -$2.13K 1.43% 27
2024
Q1 		$3.7M Sell
19,920
-711
-3% -$137K 1.52% 27
2023
Q4 		$4.08M Buy
20,631
+646
+3% +$122K 1.72% 25
2023
Q3 		$3.89M Buy
19,985
+4,580
+30% +$1.03M 1.97% 24
2023
Q2 		$3.76M Buy
15,405
+184
+1% +$48.3K 1.81% 26
2023
Q1 		$4.17M Buy
+15,221
New +$3.58M 2.25% 25

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

Evexia Wealth's HSY Position: Q2 2025 in Review

Evexia Wealth sold out of Hershey (HSY) in Q2 2025, closing a stake of 7,591 shares — an estimated $1.25M sold.

Evexia Wealth first reported a position in HSY in Q1 2023 and held it in 9 quarters. The position peaked at $4.17M in Q1 2023. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Evexia Wealth reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Evexia Wealth sold 7,591 Hershey shares in Q2 2025, an estimated $1.25M.
  • Evexia Wealth first reported a position in Hershey in Q1 2023 and held it in 9 quarters.
  • Evexia Wealth's Hershey position peaked at $4.17M in Q1 2023.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Evexia Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.