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Gitterman Wealth Management’s Hershey HSY Stock Holding History

Gitterman Wealth 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
-2,151
Closed -$368K – 346
2025
Q1 		$368K Buy
+2,151
New +$352K 0.1% 59
2023
Q4 		– Sell
-1,107
Closed -$222K – 98
2023
Q3 		$222K Buy
+1,107
New +$248K 0.11% 59
2022
Q4 		– Sell
-989
Closed -$221K – 82
2022
Q3 		$221K Buy
+989
New +$222K 0.23% 53

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $11.8B AUM 0.75% 1-Year Est. Return

Gitterman Wealth Management's HSY Position: Q2 2025 in Review

Gitterman Wealth Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 2,151 shares — an estimated $368K sold.

Gitterman Wealth Management first reported a position in HSY in Q3 2022 and held it in 3 quarters. The position peaked at $368K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Gitterman Wealth Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,151 Hershey shares in Q2 2025, an estimated $368K.
  • Gitterman Wealth Management first reported a position in Hershey in Q3 2022 and held it in 3 quarters.
  • Gitterman Wealth Management's Hershey position peaked at $368K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Gitterman Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.