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Moss Adams Wealth Advisors’s Hershey HSY Stock Holding History

Moss Adams 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
Q4 		– Sell
-1,588
Closed -$297K – 274
2025
Q3 		$297K Buy
1,588
+52
+3% +$9.45K 0.02% 189
2025
Q2 		$255K Buy
+1,536
New +$253K 0.02% 213
2024
Q4 		– Sell
-1,138
Closed -$218K – 213
2024
Q3 		$218K Buy
1,138
+7
+0.6% +$1.36K 0.02% 181
2024
Q2 		$208K Buy
+1,131
New +$219K 0.03% 166

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moss Adams Wealth Advisors's HSY Position: Q4 2025 in Review

Moss Adams Wealth Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,588 shares — an estimated $297K sold.

Moss Adams Wealth Advisors first reported a position in HSY in Q2 2024 and held it in 4 quarters. The position peaked at $297K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Moss Adams Wealth Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,588 Hershey shares in Q4 2025, an estimated $297K.
  • Moss Adams Wealth Advisors first reported a position in Hershey in Q2 2024 and held it in 4 quarters.
  • Moss Adams Wealth Advisors's Hershey position peaked at $297K in Q3 2025.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.