Guardian Wealth Management (Illinois)’s Hershey HSY Stock Holding History

Guardian Wealth Management (Illinois)’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	-15	Closed	-$2.63K	–	128
2025 Q1	$2.63K	Hold	15	–	–	﹤0.01%	197
2024 Q4	$2.58K	Hold	15	–	–	﹤0.01%	203
2024 Q3	$2.88K	Hold	15	–	–	﹤0.01%	207
2024 Q2	$2.77K	Hold	15	–	–	﹤0.01%	205
2024 Q1	$2.9K	Hold	15	–	–	﹤0.01%	198
2023 Q4	$2.77K	Hold	15	–	–	﹤0.01%	209
2023 Q3	$2.95K	Hold	15	–	–	﹤0.01%	191
2023 Q2	$3.66K	Hold	15	–	–	﹤0.01%	191
2023 Q1	$3.71K	Hold	15	–	–	﹤0.01%	199
2022 Q4	$3.37K	Buy	15 +1	+7%	+$231	﹤0.01%	209
2022 Q3	$3K	Hold	14	–	–	﹤0.01%	205
2022 Q2	$3K	Hold	14	–	–	﹤0.01%	196
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	203
2021 Q4	$3K	Buy	+14	New	+$2.54K	﹤0.01%	202

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Guardian Wealth Management (Illinois)'s HSY Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Hershey (HSY) in Q2 2025, closing a stake of 15 shares — an estimated $2.63K sold.

Guardian Wealth Management (Illinois) first reported a position in HSY in Q4 2021 and held it in 14 quarters. The position peaked at $3.71K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 15 Hershey shares in Q2 2025, an estimated $2.63K.
Guardian Wealth Management (Illinois) first reported a position in Hershey in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Hershey position peaked at $3.71K in Q1 2023.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.