Journey Advisory Group’s Hershey HSY Stock Holding History

Journey Advisory Group’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 Q3	–	Sell	-1,258	Closed	-$209K	–	277
2025 Q2	$209K	Buy	+1,258	New	+$207K	0.02%	270

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Journey Advisory Group's HSY Position: Q3 2025 in Review

Journey Advisory Group sold out of Hershey (HSY) in Q3 2025, closing a stake of 1,258 shares — an estimated $209K sold.

Journey Advisory Group first reported a position in HSY in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Journey Advisory Group reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
Journey Advisory Group sold 1,258 Hershey shares in Q3 2025, an estimated $209K.
Journey Advisory Group first reported a position in Hershey in Q2 2025 and held it in 1 quarter.
Journey Advisory Group's Hershey position peaked at $209K in Q2 2025.
1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Journey Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.