Farther Finance Advisors’s Hershey HSY Stock Holding History

Farther Finance 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
2026 Q1	$2.1M	Buy	10,371 +1,290	+14%	+$272K	0.02%	627
2025 Q4	$1.65M	Buy	9,081 +185	+2%	+$33.8K	0.02%	663
2025 Q3	$1.66M	Sell	8,896 -213	-2%	-$38.7K	0.03%	524
2025 Q2	$1.51M	Buy	9,109 +301	+3%	+$49.6K	0.03%	453
2025 Q1	$1.49M	Buy	8,808 +3,160	+56%	+$517K	0.04%	368
2024 Q4	$956K	Sell	5,648 -721	-11%	-$129K	0.03%	380
2024 Q3	$1.22M	Sell	6,369 -1,422	-18%	-$276K	0.05%	302
2024 Q2	$1.42M	Buy	7,791 +2,668	+52%	+$516K	0.07%	223
2024 Q1	$1.02M	Buy	5,123 +2,450	+92%	+$473K	0.06%	251
2023 Q4	$498K	Buy	2,673 +1,344	+101%	+$255K	0.04%	350
2023 Q3	$266K	Buy	1,329 +1,262	+1,884%	+$282K	0.04%	320
2023 Q2	$16.7K	Buy	67 +27	+68%	+$7.08K	﹤0.01%	1053
2023 Q1	$10.2K	Buy	40 +5	+14%	+$1.18K	﹤0.01%	1104
2022 Q4	$8.11K	Buy	+35	New	+$8.07K	﹤0.01%	1012

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return