Heartwood Wealth Advisors’s Hershey HSY Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-23	Closed	-$4.21K	–	384
2025 Q3	$4.21K	Buy	+23	New	+$4.18K	﹤0.01%	427

Other funds holding HSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heartwood Wealth Advisors's HSY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 23 shares — an estimated $4.21K sold.

Heartwood Wealth Advisors first reported a position in HSY in Q3 2025 and held it in 1 quarter. The position peaked at $4.21K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 23 Hershey shares in Q4 2025, an estimated $4.21K.
Heartwood Wealth Advisors first reported a position in Hershey in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Hershey position peaked at $4.21K in Q3 2025.
1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.