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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 – 834
2025
Q3 		$4.88K Buy
+26
New +$4.72K ﹤0.01% 686
2024
Q1 		– Hold
0
– – – 1153
2023
Q4 		– Hold
0
– – – 1304
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 – 1422
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 $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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's HSY Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Hershey (HSY) in Q4 2025, closing a stake of 26 shares — an estimated $4.88K sold.

Financial Gravity Asset Management first reported a position in HSY in Q1 2019 and held it in 4 quarters. The position peaked at $147K in Q4 2019. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 26 Hershey shares in Q4 2025, an estimated $4.88K.
  • Financial Gravity Asset Management first reported a position in Hershey in Q1 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's Hershey position peaked at $147K in Q4 2019.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.