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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 – 702
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 – 731
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 $5.7T 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 $528B 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