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Hohimer Wealth Management’s Hershey HSY Stock Holding History

Hohimer 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 		– Sell
-19,643
Closed -$3.26M – 360
2025
Q2 		$3.26M Sell
19,643
-861
-4% -$142K 0.58% 61
2025
Q1 		$3.51M Buy
20,504
+2,954
+17% +$484K 0.68% 55
2024
Q4 		$2.97M Sell
17,550
-4,098
-19% -$735K 0.56% 64
2024
Q3 		$4.15M Buy
21,648
+32
+0.1% +$6.22K 0.89% 39
2024
Q2 		$3.97M Buy
21,616
+9,341
+76% +$1.81M 0.92% 34
2024
Q1 		$2.39M Sell
12,275
-6
-0% -$1.16K 0.56% 69
2023
Q4 		$2.29M Buy
+12,281
New +$2.33M 0.58% 59

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

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

Hohimer Wealth Management sold out of Hershey (HSY) in Q3 2025, closing a stake of 19,643 shares — an estimated $3.26M sold.

Hohimer Wealth Management first reported a position in HSY in Q4 2023 and held it in 7 quarters. The position peaked at $4.15M in Q3 2024. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Hohimer Wealth Management reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 19,643 Hershey shares in Q3 2025, an estimated $3.26M.
  • Hohimer Wealth Management first reported a position in Hershey in Q4 2023 and held it in 7 quarters.
  • Hohimer Wealth Management's Hershey position peaked at $4.15M in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Hohimer Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.