EWA
HSY icon

Exencial Wealth Advisors’s Hershey HSY Stock Holding History

Exencial Wealth 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
Q3 		– Sell
-40,504
Closed -$6.72M – 529
2025
Q2 		$6.72M Sell
40,504
-843
-2% -$139K 0.24% 114
2025
Q1 		$7.07M Sell
41,347
-672
-2% -$110K 0.26% 110
2024
Q4 		$7.12M Sell
42,019
-2,008
-5% -$360K 0.26% 113
2024
Q3 		$8.44M Sell
44,027
-176
-0.4% -$34.2K 0.3% 98
2024
Q2 		$8.13M Buy
+44,203
New +$8.55M 0.3% 101

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Exencial Wealth Advisors's HSY Position: Q3 2025 in Review

Exencial Wealth Advisors sold out of Hershey (HSY) in Q3 2025, closing a stake of 40,504 shares — an estimated $6.72M sold.

Exencial Wealth Advisors first reported a position in HSY in Q2 2024 and held it in 5 quarters. The position peaked at $8.44M in Q3 2024. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Exencial Wealth Advisors reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 40,504 Hershey shares in Q3 2025, an estimated $6.72M.
  • Exencial Wealth Advisors first reported a position in Hershey in Q2 2024 and held it in 5 quarters.
  • Exencial Wealth Advisors's Hershey position peaked at $8.44M in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Exencial Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.