HWM
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Hemington Wealth Management’s Hershey HSY Stock Holding History

Hemington 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
Q3 		$28K Buy
154
+29
+23% +$5.27K ﹤0.01% 523
2025
Q2 		$20K Sell
125
-75
-38% -$12.4K ﹤0.01% 624
2025
Q1 		$34K Buy
200
+52
+35% +$8.51K 0.01% 412
2024
Q4 		$25K Buy
148
+4
+3% +$717 0.01% 490
2024
Q3 		$25K Buy
+144
New +$28K 0.01% 455

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Hemington Wealth Management's HSY Position: Q3 2025 in Review

Hemington Wealth Management increased its Hershey (HSY) stake by 23% in Q3 2025, buying an estimated $5.27K and bringing the position to 154 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Hemington Wealth Management first reported a position in HSY in Q3 2024 and has held it in 5 quarters since. The position peaked at $34K in Q1 2025. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Hemington Wealth Management held 154 shares of Hershey worth $28K as of Q3 2025.
  • Hemington Wealth Management bought 29 Hershey shares in Q3 2025, an estimated $5.27K.
  • Hershey made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #523 holding.
  • Hemington Wealth Management first reported a position in Hershey in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Hershey position peaked at $34K in Q1 2025.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.