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Livelsberger Financial Advisory’s Hershey HSY Stock Holding History

Livelsberger Financial Advisory’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
-103
Closed -$17.1K – 42
2025
Q2 		$17.1K Buy
+103
New +$17K 0.33% 42
2024
Q4 		– Sell
-103
Closed -$19.7K – 40
2024
Q3 		$19.7K Buy
+103
New +$20K 0.41% 40
2024
Q1 		– Sell
-103
Closed -$19.2K – 91
2023
Q4 		$19.2K Buy
+103
New +$19.5K 0.02% 234

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Livelsberger Financial Advisory's HSY Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Hershey (HSY) in Q3 2025, closing a stake of 103 shares — an estimated $17.1K sold.

Livelsberger Financial Advisory first reported a position in HSY in Q4 2023 and held it in 3 quarters. The position peaked at $19.7K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 103 Hershey shares in Q3 2025, an estimated $17.1K.
  • Livelsberger Financial Advisory first reported a position in Hershey in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Hershey position peaked at $19.7K in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.