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Talon Private Wealth’s Hershey HSY Stock Holding History

Talon Private 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 		$317K Buy
1,912
+297
+18% +$49K 0.04% 138
2025
Q1 		$276K Sell
1,615
-598
-27% -$97.9K 0.04% 143
2024
Q4 		$375K Buy
+2,213
New +$397K 0.08% 96

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

Talon Private Wealth's HSY Position: Q2 2025 in Review

Talon Private Wealth increased its Hershey (HSY) stake by 18% in Q2 2025, buying an estimated $49K and bringing the position to 1,912 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #138.

Talon Private Wealth first reported a position in HSY in Q4 2024 and has held it in 3 quarters since. The position peaked at $375K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Talon Private Wealth held 1,912 shares of Hershey worth $317K as of Q2 2025.
  • Talon Private Wealth bought 297 Hershey shares in Q2 2025, an estimated $49K.
  • Hershey made up 0.04% of Talon Private Wealth's portfolio in Q2 2025, its #138 holding.
  • Talon Private Wealth first reported a position in Hershey in Q4 2024 and has held it in 3 quarters since.
  • Talon Private Wealth's Hershey position peaked at $375K in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.