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Hopwood Financial Services’s Hershey HSY Stock Holding History

Hopwood Financial Services’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
-800
Closed -$150K – 168
2025
Q3 		$150K Hold
800
– – 0.1% 97
2025
Q2 		$133K Hold
800
– – 0.1% 101
2025
Q1 		$137K Hold
800
– – 0.11% 100
2024
Q4 		$135K Buy
+800
New +$143K 0.1% 100

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 $3.38T AUM 44.17% 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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hopwood Financial Services's HSY Position: Q4 2025 in Review

Hopwood Financial Services sold out of Hershey (HSY) in Q4 2025, closing a stake of 800 shares — an estimated $150K sold.

Hopwood Financial Services first reported a position in HSY in Q4 2024 and held it in 4 quarters. The position peaked at $150K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Hopwood Financial Services reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 800 Hershey shares in Q4 2025, an estimated $150K.
  • Hopwood Financial Services first reported a position in Hershey in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Hershey position peaked at $150K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.