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Iron Horse Wealth Management’s Hershey HSY Stock Holding History

Iron Horse 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
Q2 		$49.8K Buy
300
+271
+934% +$44.7K 0.01% 138
2025
Q1 		$4.96K Buy
+29
New +$4.75K ﹤0.01% 361

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

Iron Horse Wealth Management's HSY Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Hershey (HSY) stake by 934% in Q2 2025, buying an estimated $44.7K and bringing the position to 300 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #138.

Iron Horse Wealth Management first reported a position in HSY in Q1 2025 and has held it in 2 quarters since. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Iron Horse Wealth Management held 300 shares of Hershey worth $49.8K as of Q2 2025.
  • Iron Horse Wealth Management bought 271 Hershey shares in Q2 2025, an estimated $44.7K.
  • Hershey made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #138 holding.
  • Iron Horse Wealth Management first reported a position in Hershey in Q1 2025 and has held it in 2 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.