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Orion Portfolio Solutions’s Hershey HSY Stock Holding History

Orion Portfolio Solutions’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 		$4.35M Buy
25,420
+3,439
+16% +$563K 0.04% 389
2024
Q4 		$3.72M Sell
21,981
-736
-3% -$132K 0.04% 416
2024
Q3 		$4.36M Sell
22,717
-132
-0.6% -$25.7K 0.04% 374
2024
Q2 		$4.2M Buy
22,849
+10,377
+83% +$2.01M 0.04% 357
2024
Q1 		$2.43M Buy
12,472
+3,052
+32% +$589K 0.03% 569
2023
Q4 		$1.8M Sell
9,420
-201
-2% -$38.1K 0.02% 678
2023
Q3 		$1.93M Sell
9,621
-2,851
-23% -$638K 0.02% 625
2023
Q2 		$3.11M Buy
12,472
+3,229
+35% +$847K 0.03% 473
2023
Q1 		$2.35M Buy
9,243
+7,562
+450% +$1.78M 0.03% 529
2022
Q4 		$389K Buy
1,681
+462
+38% +$107K 0.01% 576
2022
Q3 		$269K Buy
+1,219
New +$273K 0.01% 613
2020
Q3 		– Sell
-532
Closed -$69K – 1143
2020
Q2 		$69K Buy
532
+46
+9% +$6.18K ﹤0.01% 632
2020
Q1 		$64K Sell
486
-13
-3% -$1.92K ﹤0.01% 533
2019
Q4 		$73K Buy
+499
New +$74K 0.01% 473

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

Orion Portfolio Solutions's HSY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Hershey (HSY) stake by 16% in Q1 2025, buying an estimated $563K and bringing the position to 25,420 shares worth $4.35M. The position accounts for 0.04% of the portfolio, ranked #389.

Orion Portfolio Solutions first reported a position in HSY in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.36M in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Orion Portfolio Solutions held 25,420 shares of Hershey worth $4.35M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,439 Hershey shares in Q1 2025, an estimated $563K.
  • Hershey made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #389 holding.
  • Orion Portfolio Solutions first reported a position in Hershey in Q4 2019 and has held it in 14 quarters since.
  • Orion Portfolio Solutions's Hershey position peaked at $4.36M in Q3 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.