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Jamison Private Wealth Management’s Hershey HSY Stock Holding History

Jamison Private 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
2026
Q1 		$2.61M Buy
12,544
+257
+2% +$54.2K 0.33% 73
2025
Q4 		$2.24M Buy
12,287
+421
+4% +$77K 0.28% 79
2025
Q3 		$2.22M Buy
11,866
+942
+9% +$171K 0.29% 76
2025
Q2 		$1.81M Sell
10,924
-49
-0.4% -$8.08K 0.26% 83
2025
Q1 		$1.88M Buy
10,973
+761
+7% +$125K 0.29% 82
2024
Q4 		$1.73M Buy
10,212
+1,487
+17% +$267K 0.26% 88
2024
Q3 		$1.67M Buy
8,725
+1,646
+23% +$320K 0.25% 87
2024
Q2 		$1.3M Buy
7,079
+1,288
+22% +$249K 0.22% 88
2024
Q1 		$1.13M Buy
5,791
+969
+20% +$187K 0.19% 93
2023
Q4 		$899K Buy
4,822
+598
+14% +$113K 0.17% 100
2023
Q3 		$845K Buy
+4,224
New +$946K 0.17% 99

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return