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SlateStone Wealth’s Hershey HSY Stock Holding History

SlateStone Wealth’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
Q2 		– Sell
-4,882
Closed -$835K – 297
2025
Q1 		$835K Sell
4,882
-1,999
-29% -$327K 0.08% 163
2024
Q4 		$1.17M Buy
6,881
+701
+11% +$126K 0.11% 139
2024
Q3 		$1.19M Hold
6,180
– – 0.11% 140
2024
Q2 		$1.14M Buy
6,180
+191
+3% +$37K 0.12% 135
2024
Q1 		$1.17M Buy
5,989
+201
+3% +$38.8K 0.12% 135
2023
Q4 		$1.08M Sell
5,788
-243
-4% -$46K 0.14% 117
2023
Q3 		$1.21M Buy
6,031
+134
+2% +$30K 0.18% 109
2023
Q2 		$1.47M Sell
5,897
-19
-0.3% -$4.98K 0.28% 76
2023
Q1 		$1.5M Sell
5,916
-1,400
-19% -$329K 0.31% 76
2022
Q4 		$1.69M Sell
7,316
-5,999
-45% -$1.38M 0.41% 53
2022
Q3 		$2.94M Hold
13,315
– – 0.78% 32
2022
Q2 		$2.87M Buy
13,315
+151
+1% +$32.9K 0.73% 33
2022
Q1 		$2.85M Hold
13,164
– – 0.64% 38
2021
Q4 		$2.55M Buy
13,164
+2,000
+18% +$362K 0.54% 48
2021
Q3 		$1.89M Sell
11,164
-549
-5% -$97K 0.43% 55
2021
Q2 		$2.04M Hold
11,713
– – 0.47% 54
2021
Q1 		$1.85M Buy
11,713
+136
+1% +$20.5K 0.46% 57
2020
Q4 		$1.76M Sell
11,577
-100
-0.9% -$14.8K 0.44% 60
2020
Q3 		$1.67M Sell
11,677
-172
-1% -$24.4K 0.36% 74
2020
Q2 		$1.54M Sell
11,849
-411
-3% -$55.3K 0.34% 74
2020
Q1 		$1.63M Sell
12,260
-199
-2% -$29.4K 0.46% 60
2019
Q4 		$1.83M Buy
12,459
+730
+6% +$108K 0.42% 63
2019
Q3 		$1.82M Buy
11,729
+100
+0.9% +$15.1K 0.53% 50
2019
Q2 		$1.56M Sell
11,629
-26
-0.2% -$3.3K 0.44% 60
2019
Q1 		$1.34M Buy
+11,655
New +$1.27M 0.41% 56

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

SlateStone Wealth's HSY Position: Q2 2025 in Review

SlateStone Wealth sold out of Hershey (HSY) in Q2 2025, closing a stake of 4,882 shares — an estimated $835K sold.

SlateStone Wealth first reported a position in HSY in Q1 2019 and held it in 25 quarters. The position peaked at $2.94M in Q3 2022. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • SlateStone Wealth reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • SlateStone Wealth sold 4,882 Hershey shares in Q2 2025, an estimated $835K.
  • SlateStone Wealth first reported a position in Hershey in Q1 2019 and held it in 25 quarters.
  • SlateStone Wealth's Hershey position peaked at $2.94M in Q3 2022.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on SlateStone Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.