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New Century Financial Group’s Hershey HSY Stock Holding History

New Century Financial 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
Q2 		– Sell
-2,060
Closed -$352K – 125
2025
Q1 		$352K Buy
2,060
+246
+14% +$40.3K 0.41% 83
2024
Q4 		$307K Buy
1,814
+8
+0.4% +$1.44K 0.13% 207
2024
Q3 		$346K Buy
1,806
+23
+1% +$4.47K 0.13% 201
2024
Q2 		$328K Sell
1,783
-464
-21% -$89.8K 0.14% 187
2024
Q1 		$437K Buy
2,247
+347
+18% +$66.9K 0.3% 104
2023
Q4 		$354K Buy
+1,900
New +$360K 0.31% 101

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

New Century Financial Group's HSY Position: Q2 2025 in Review

New Century Financial Group sold out of Hershey (HSY) in Q2 2025, closing a stake of 2,060 shares — an estimated $352K sold.

New Century Financial Group first reported a position in HSY in Q4 2023 and held it in 6 quarters. The position peaked at $437K in Q1 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • New Century Financial Group reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 2,060 Hershey shares in Q2 2025, an estimated $352K.
  • New Century Financial Group first reported a position in Hershey in Q4 2023 and held it in 6 quarters.
  • New Century Financial Group's Hershey position peaked at $437K in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.