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Marshall & Sterling Wealth Advisors’s Hershey HSY Stock Holding History

Marshall & Sterling 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
Q2 		– Sell
-33
Closed -$5.64K – 654
2025
Q1 		$5.64K Buy
+33
New +$5.4K ﹤0.01% 445

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

Marshall & Sterling Wealth Advisors's HSY Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Hershey (HSY) in Q2 2025, closing a stake of 33 shares — an estimated $5.64K sold.

Marshall & Sterling Wealth Advisors first reported a position in HSY in Q1 2025 and held it in 1 quarter. The position peaked at $5.64K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 33 Hershey shares in Q2 2025, an estimated $5.64K.
  • Marshall & Sterling Wealth Advisors first reported a position in Hershey in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Hershey position peaked at $5.64K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.