Traphagen Investment Advisors’s Hershey HSY Stock Holding History

Traphagen Investment Advisors’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
2026 Q1	$439K	Buy	2,114 +180	+9%	+$38K	0.04%	132
2025 Q4	$352K	Buy	1,934 +6	+0.3%	+$1.1K	0.03%	142
2025 Q3	$361K	Sell	1,928 -89	-4%	-$16.2K	0.03%	143
2025 Q2	$335K	Buy	2,017 +7	+0.3%	+$1.15K	0.03%	142
2025 Q1	$344K	Buy	2,010 +187	+10%	+$30.6K	0.04%	131
2024 Q4	$309K	Buy	1,823 +5	+0.3%	+$897	0.03%	135
2024 Q3	$349K	Sell	1,818 -66	-4%	-$12.8K	0.04%	124
2024 Q2	$346K	Sell	1,884 -34	-2%	-$6.58K	0.04%	119
2024 Q1	$373K	Buy	1,918 +115	+6%	+$22.2K	0.04%	118
2023 Q4	$336K	Sell	1,803 -344	-16%	-$65.2K	0.04%	121
2023 Q3	$430K	Buy	2,147 +354	+20%	+$79.2K	0.05%	98
2023 Q2	$448K	Buy	1,793 +4	+0.2%	+$1.05K	0.06%	96
2023 Q1	$455K	Buy	1,789 +5	+0.3%	+$1.18K	0.07%	94
2022 Q4	$413K	Buy	1,784 +12	+0.7%	+$2.77K	0.06%	92
2022 Q3	$391K	Buy	1,772 +4	+0.2%	+$896	0.07%	80
2022 Q2	$380K	Buy	1,768 +3	+0.2%	+$654	0.07%	88
2022 Q1	$382K	Buy	1,765 +4	+0.2%	+$812	0.06%	87
2021 Q4	$341K	Buy	1,761 +4	+0.2%	+$724	0.06%	102
2021 Q3	$297K	Buy	1,757 +4	+0.2%	+$707	0.05%	108
2021 Q2	$305K	Buy	1,753 +4	+0.2%	+$674	0.05%	111
2021 Q1	$277K	Buy	+1,749	New	+$263K	0.05%	113

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return