SIMA Wealth Partners’s Hershey HSY Stock Holding History

SIMA Wealth Partners’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	-27	Closed	-$4.48K	–	173
2025 Q2	$4.48K	Hold	27	–	–	﹤0.01%	138
2025 Q1	$4.62K	Buy	+27	New	+$4.42K	﹤0.01%	162

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SIMA Wealth Partners's HSY Position: Q3 2025 in Review

SIMA Wealth Partners sold out of Hershey (HSY) in Q3 2025, closing a stake of 27 shares — an estimated $4.48K sold.

SIMA Wealth Partners first reported a position in HSY in Q1 2025 and held it in 2 quarters. The position peaked at $4.62K in Q1 2025. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

SIMA Wealth Partners reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
SIMA Wealth Partners sold 27 Hershey shares in Q3 2025, an estimated $4.48K.
SIMA Wealth Partners first reported a position in Hershey in Q1 2025 and held it in 2 quarters.
SIMA Wealth Partners's Hershey position peaked at $4.62K in Q1 2025.
1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.