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Rise Advisors’s Hershey HSY Stock Holding History

Rise 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
Q4 		– Sell
-129
Closed -$24.2K – 701
2025
Q3 		$24.2K Buy
129
+3
+2% +$545 0.01% 469
2025
Q2 		$20.8K Buy
126
+7
+6% +$1.15K 0.01% 513
2025
Q1 		$20.3K Sell
119
-10
-8% -$1.64K 0.01% 492
2024
Q4 		$21.8K Buy
129
+1
+0.8% +$179 0.01% 605
2024
Q3 		$24.5K Buy
128
+1
+0.8% +$194 0.01% 548
2024
Q2 		$23.3K Buy
127
+1
+0.8% +$193 0.01% 525
2024
Q1 		$24.5K Buy
+126
New +$24.3K 0.01% 506
2023
Q2 		– Sell
-7
Closed -$1.78K – 730
2023
Q1 		$1.78K Buy
+7
New +$1.65K ﹤0.01% 590

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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's HSY Position: Q4 2025 in Review

Rise Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 129 shares — an estimated $24.2K sold.

Rise Advisors first reported a position in HSY in Q1 2023 and held it in 8 quarters. The position peaked at $24.5K in Q3 2024. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Rise Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 129 Hershey shares in Q4 2025, an estimated $24.2K.
  • Rise Advisors first reported a position in Hershey in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Hershey position peaked at $24.5K in Q3 2024.
  • 1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.