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Ritter Daniher Financial Advisory’s Hershey HSY Stock Holding History

Ritter Daniher Financial Advisory’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
-28
Closed -$5.24K – 614
2025
Q3 		$5.24K Buy
+28
New +$5.09K ﹤0.01% 391

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

Ritter Daniher Financial Advisory's HSY Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Hershey (HSY) in Q4 2025, closing a stake of 28 shares — an estimated $5.24K sold.

Ritter Daniher Financial Advisory first reported a position in HSY in Q3 2025 and held it in 1 quarter. The position peaked at $5.24K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 28 Hershey shares in Q4 2025, an estimated $5.24K.
  • Ritter Daniher Financial Advisory first reported a position in Hershey in Q3 2025 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Hershey position peaked at $5.24K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.