PWMAI
HSY icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Hershey HSY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-30
Closed -$5.06K – 553
2025
Q2 		$5.06K Hold
30
– – ﹤0.01% 398
2025
Q1 		$5.17K Buy
+30
New +$4.91K ﹤0.01% 388

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 $427B AUM 29.17% 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 $1.61T 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 $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HSY Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Hershey (HSY) in Q3 2025, closing a stake of 30 shares — an estimated $5.06K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HSY in Q1 2025 and held it in 2 quarters. The position peaked at $5.17K in Q1 2025. 1,358 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 30 Hershey shares in Q3 2025, an estimated $5.06K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Hershey in Q1 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Hershey position peaked at $5.17K in Q1 2025.
  • 1,358 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.