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Stiles Financial Services’s Hershey HSY Stock Holding History

Stiles Financial Services’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
-1,627
Closed -$278K – 178
2025
Q1 		$278K Buy
1,627
+13
+0.8% +$2.13K 0.11% 145
2024
Q4 		$273K Buy
1,614
+12
+0.7% +$2.15K 0.1% 155
2024
Q3 		$307K Buy
1,602
+11
+0.7% +$2.14K 0.11% 145
2024
Q2 		$293K Sell
1,591
-10
-0.6% -$1.94K 0.11% 145
2024
Q1 		$311K Buy
+1,601
New +$309K 0.12% 133

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

Stiles Financial Services's HSY Position: Q2 2025 in Review

Stiles Financial Services sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,627 shares — an estimated $278K sold.

Stiles Financial Services first reported a position in HSY in Q1 2024 and held it in 5 quarters. The position peaked at $311K in Q1 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Stiles Financial Services reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Stiles Financial Services sold 1,627 Hershey shares in Q2 2025, an estimated $278K.
  • Stiles Financial Services first reported a position in Hershey in Q1 2024 and held it in 5 quarters.
  • Stiles Financial Services's Hershey position peaked at $311K in Q1 2024.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Stiles Financial Services's 13F filing for Q2 2025, filed 24 Jul 2025.