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Insight Wealth Strategies’s Hershey HSY Stock Holding History

Insight Wealth Strategies’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
-25,259
Closed -$4.32M – 174
2025
Q1 		$4.32M Buy
25,259
+714
+3% +$117K 0.58% 47
2024
Q4 		$4.16M Buy
24,545
+3,841
+19% +$689K 0.56% 52
2024
Q3 		$3.97M Buy
20,704
+10,034
+94% +$1.95M 0.52% 52
2024
Q2 		$1.96M Buy
10,670
+595
+6% +$115K 0.28% 94
2024
Q1 		$1.96M Buy
+10,075
New +$1.94M 0.29% 94

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Insight Wealth Strategies's HSY Position: Q2 2025 in Review

Insight Wealth Strategies sold out of Hershey (HSY) in Q2 2025, closing a stake of 25,259 shares — an estimated $4.32M sold.

Insight Wealth Strategies first reported a position in HSY in Q1 2024 and held it in 5 quarters. The position peaked at $4.32M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Insight Wealth Strategies reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 25,259 Hershey shares in Q2 2025, an estimated $4.32M.
  • Insight Wealth Strategies first reported a position in Hershey in Q1 2024 and held it in 5 quarters.
  • Insight Wealth Strategies's Hershey position peaked at $4.32M in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Insight Wealth Strategies's 13F filing for Q2 2025, filed 7 Jul 2025.