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Fortis Capital Advisors’s Hershey HSY Stock Holding History

Fortis Capital 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
2025
Q1 		– Sell
-8,421
Closed -$1.63M – 274
2024
Q4 		$1.63M Buy
8,421
+2,018
+32% +$362K 0.56% 32
2024
Q3 		$1.23M Sell
6,403
-1,351
-17% -$263K 0.41% 49
2024
Q2 		$1.43M Buy
+7,754
New +$1.5M 0.51% 32
2023
Q2 		– Sell
-382
Closed -$97.2K – 334
2023
Q1 		$97.2K Buy
+382
New +$89.7K 0.05% 190

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
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 $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Fortis Capital Advisors's HSY Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Hershey (HSY) in Q1 2025, closing a stake of 8,421 shares — an estimated $1.63M sold.

Fortis Capital Advisors first reported a position in HSY in Q1 2023 and held it in 4 quarters. The position peaked at $1.63M in Q4 2024. 1,345 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 8,421 Hershey shares in Q1 2025, an estimated $1.63M.
  • Fortis Capital Advisors first reported a position in Hershey in Q1 2023 and held it in 4 quarters.
  • Fortis Capital Advisors's Hershey position peaked at $1.63M in Q4 2024.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.