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Meridian Wealth Management’s Hershey HSY Stock Holding History

Meridian 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
Q1 		– Sell
-1,730
Closed -$293K – 635
2024
Q4 		$293K Sell
1,730
-12
-0.7% -$2.15K 0.01% 520
2024
Q3 		$334K Buy
+1,742
New +$339K 0.02% 493
2024
Q2 		– Sell
-1,900
Closed -$370K – 389
2024
Q1 		$370K Sell
1,900
-1,399
-42% -$270K 0.06% 163
2023
Q4 		$615K Sell
3,299
-4,809
-59% -$911K 0.04% 339
2023
Q3 		$1.62M Buy
8,108
+5,273
+186% +$1.18M 0.1% 175
2023
Q2 		$708K Sell
2,835
-450
-14% -$118K 0.06% 258
2023
Q1 		$836K Buy
3,285
+251
+8% +$59K 0.07% 232
2022
Q4 		$703K Buy
3,034
+1,525
+101% +$352K 0.07% 248
2022
Q3 		$333K Buy
1,509
+77
+5% +$17.3K 0.04% 347
2022
Q2 		$308K Buy
+1,432
New +$312K 0.03% 433
2019
Q3 		– Sell
-200
Closed -$268 – 305
2019
Q2 		$268 Buy
+200
New +$25.4K 0.01% 483

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

Meridian Wealth Management's HSY Position: Q1 2025 in Review

Meridian Wealth Management sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,730 shares — an estimated $293K sold.

Meridian Wealth Management first reported a position in HSY in Q2 2019 and held it in 11 quarters. The position peaked at $1.62M in Q3 2023. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Meridian Wealth Management reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 1,730 Hershey shares in Q1 2025, an estimated $293K.
  • Meridian Wealth Management first reported a position in Hershey in Q2 2019 and held it in 11 quarters.
  • Meridian Wealth Management's Hershey position peaked at $1.62M in Q3 2023.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.