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NewSquare Capital’s Hershey HSY Stock Holding History

NewSquare Capital’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
-50
Closed -$8.3K – 646
2025
Q2 		$8.3K Buy
50
+5
+11% +$824 ﹤0.01% 699
2025
Q1 		$7.7K Buy
45
+31
+221% +$5.08K ﹤0.01% 603
2024
Q4 		$2.37K Buy
+14
New +$2.51K ﹤0.01% 512
2023
Q3 		– Sell
-20
Closed -$4.99K – 722
2023
Q2 		$4.99K Hold
20
– – ﹤0.01% 424
2023
Q1 		$5.09K Sell
20
-15,615
-100% -$3.67M ﹤0.01% 452
2022
Q4 		$3.62M Sell
15,635
-555
-3% -$128K 0.45% 83
2022
Q3 		$3.57M Buy
+16,190
New +$3.63M 0.45% 71
2020
Q3 		– Sell
-2
Closed – – 361
2020
Q2 		$0 Buy
+2
New +$269 ﹤0.01% 405
2013
Q4 		– Sell
-44
Closed -$4K – 250
2013
Q3 		$4K Buy
+44
New +$4.1K ﹤0.01% 201

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

NewSquare Capital's HSY Position: Q3 2025 in Review

NewSquare Capital sold out of Hershey (HSY) in Q3 2025, closing a stake of 50 shares — an estimated $8.3K sold.

NewSquare Capital first reported a position in HSY in Q3 2013 and held it in 9 quarters. The position peaked at $3.62M in Q4 2022. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • NewSquare Capital reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 50 Hershey shares in Q3 2025, an estimated $8.3K.
  • NewSquare Capital first reported a position in Hershey in Q3 2013 and held it in 9 quarters.
  • NewSquare Capital's Hershey position peaked at $3.62M in Q4 2022.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.