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Outlook Wealth Advisors’s Hershey HSY Stock Holding History

Outlook 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
Q3 		– Sell
-2,304
Closed -$382K – 307
2025
Q2 		$382K Sell
2,304
-31
-1% -$5.11K 0.1% 189
2025
Q1 		$399K Buy
2,335
+39
+2% +$6.38K 0.11% 178
2024
Q4 		$389K Buy
2,296
+419
+22% +$75.1K 0.11% 181
2024
Q3 		$360K Buy
1,877
+130
+7% +$25.3K 0.1% 191
2024
Q2 		$321K Buy
1,747
+342
+24% +$66.2K 0.1% 205
2024
Q1 		$273K Buy
1,405
+309
+28% +$59.6K 0.08% 224
2023
Q4 		$204K Buy
+1,096
New +$208K 0.07% 234

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 $3.37T AUM 44.26% 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

Outlook Wealth Advisors's HSY Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Hershey (HSY) in Q3 2025, closing a stake of 2,304 shares — an estimated $382K sold.

Outlook Wealth Advisors first reported a position in HSY in Q4 2023 and held it in 7 quarters. The position peaked at $399K in Q1 2025. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,304 Hershey shares in Q3 2025, an estimated $382K.
  • Outlook Wealth Advisors first reported a position in Hershey in Q4 2023 and held it in 7 quarters.
  • Outlook Wealth Advisors's Hershey position peaked at $399K in Q1 2025.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.