PFG
HSY icon

Putney Financial Group’s Hershey HSY Stock Holding History

Putney 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
Q3 		– Sell
-100
Closed -$16.6K – 165
2025
Q2 		$16.6K Hold
100
– – 0.02% 183
2025
Q1 		$17.1K Sell
100
-50
-33% -$8.19K 0.02% 168
2024
Q4 		$25.4K Buy
+150
New +$26.9K 0.02% 170

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

Putney Financial Group's HSY Position: Q3 2025 in Review

Putney Financial Group sold out of Hershey (HSY) in Q3 2025, closing a stake of 100 shares — an estimated $16.6K sold.

Putney Financial Group first reported a position in HSY in Q4 2024 and held it in 3 quarters. The position peaked at $25.4K in Q4 2024. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Putney Financial Group reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 100 Hershey shares in Q3 2025, an estimated $16.6K.
  • Putney Financial Group first reported a position in Hershey in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Hershey position peaked at $25.4K in Q4 2024.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.