FGAM
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Financial Gravity Asset Management’s Hershey HSY Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-26
Closed -$4.88K – 840
2025
Q3 		$4.88K Buy
+26
New +$4.72K ﹤0.01% 686
2024
Q2 		– Sell
-35
Closed -$6.95K – 1946
2024
Q1 		$6.95K Buy
+35
New +$6.75K ﹤0.01% 798
2023
Q4 		– Hold
0
– – – 1466
2023
Q3 		– Sell
-250
Closed -$56K – 1186
2023
Q2 		$5.07K Buy
+250
New +$65.6K 0.01% 476
2023
Q1 		– Sell
-232
Closed -$2.8K – 1374
2022
Q4 		$2.8K Buy
232
+12
+5% +$2.77K 0.01% 489
2022
Q3 		$3 Buy
+220
New +$49.3K ﹤0.01% 806
2020
Q2 		– Sell
-1
Closed -$183 – 398
2020
Q1 		$183 Sell
1
-16
-94% -$2.36K ﹤0.01% 759
2019
Q4 		$147K Sell
17
-4
-19% -$593 0.1% 190
2019
Q3 		$3K Buy
+21
New +$3.17K ﹤0.01% 815
2019
Q2 		– Sell
-27
Closed -$3K – 1433
2019
Q1 		$3K Buy
+27
New +$2.94K ﹤0.01% 838

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B 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