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Optivise Advisory Services’s Hershey HSY Stock Holding History

Optivise Advisory Services’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
-1,202
Closed -$225K – 209
2025
Q3 		$225K Sell
1,202
-134
-10% -$24.4K 0.13% 169
2025
Q2 		$222K Buy
1,336
+65
+5% +$10.7K 0.11% 185
2025
Q1 		$217K Sell
1,271
-259
-17% -$42.4K 0.12% 176
2024
Q4 		$259K Buy
1,530
+366
+31% +$65.6K 0.14% 142
2024
Q3 		$223K Sell
1,164
-47
-4% -$9.14K 0.12% 155
2024
Q2 		$223K Buy
+1,211
New +$234K 0.12% 165

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

Optivise Advisory Services's HSY Position: Q4 2025 in Review

Optivise Advisory Services sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,202 shares — an estimated $225K sold.

Optivise Advisory Services first reported a position in HSY in Q2 2024 and held it in 6 quarters. The position peaked at $259K in Q4 2024. 1,413 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Optivise Advisory Services reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 1,202 Hershey shares in Q4 2025, an estimated $225K.
  • Optivise Advisory Services first reported a position in Hershey in Q2 2024 and held it in 6 quarters.
  • Optivise Advisory Services's Hershey position peaked at $259K in Q4 2024.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.