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International Private Wealth Advisors’s Hershey HSY Stock Holding History

International Private 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
-1,100
Closed -$206K – 160
2025
Q3 		$206K Sell
1,100
-390
-26% -$70.9K 0.13% 160
2025
Q2 		$247K Sell
1,490
-144
-9% -$23.7K 0.21% 139
2025
Q1 		$279K Buy
1,634
+238
+17% +$39K 0.27% 111
2024
Q4 		$236K Buy
1,396
+38
+3% +$6.82K 0.24% 135
2024
Q3 		$260K Sell
1,358
-52
-4% -$10.1K 0.38% 92
2024
Q2 		$259K Buy
1,410
+140
+11% +$27.1K 0.44% 89
2024
Q1 		$247K Sell
1,270
-73
-5% -$14.1K 0.48% 92
2023
Q4 		$250K Buy
+1,343
New +$254K 0.25% 69

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

International Private Wealth Advisors's HSY Position: Q4 2025 in Review

International Private Wealth Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,100 shares — an estimated $206K sold.

International Private Wealth Advisors first reported a position in HSY in Q4 2023 and held it in 8 quarters. The position peaked at $279K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • International Private Wealth Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 1,100 Hershey shares in Q4 2025, an estimated $206K.
  • International Private Wealth Advisors first reported a position in Hershey in Q4 2023 and held it in 8 quarters.
  • International Private Wealth Advisors's Hershey position peaked at $279K in Q1 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on International Private Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.