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Financial Advocates Investment Management’s Hershey HSY Stock Holding History

Financial Advocates Investment Management’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
-2,512
Closed -$430K – 692
2025
Q1 		$430K Sell
2,512
-55
-2% -$9.01K 0.03% 458
2024
Q4 		$435K Buy
2,567
+441
+21% +$79.1K 0.02% 497
2024
Q3 		$408K Buy
2,126
+147
+7% +$28.6K 0.02% 520
2024
Q2 		$364K Buy
1,979
+934
+89% +$181K 0.02% 525
2024
Q1 		$203K Buy
+1,045
New +$202K 0.01% 713
2023
Q2 		– Sell
-812
Closed -$206K – 732
2023
Q1 		$206K Buy
+812
New +$191K 0.01% 679
2022
Q2 		– Sell
-1,008
Closed -$219K – 731
2022
Q1 		$219K Buy
+1,008
New +$205K 0.01% 661

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 $654B AUM 26.35% 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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $9.82B AUM 0.48% 1-Year Est. Return

Financial Advocates Investment Management's HSY Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 2,512 shares — an estimated $430K sold.

Financial Advocates Investment Management first reported a position in HSY in Q1 2022 and held it in 7 quarters. The position peaked at $435K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,512 Hershey shares in Q2 2025, an estimated $430K.
  • Financial Advocates Investment Management first reported a position in Hershey in Q1 2022 and held it in 7 quarters.
  • Financial Advocates Investment Management's Hershey position peaked at $435K in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.