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Tyler-Stone Wealth Management’s Hershey HSY Stock Holding History

Tyler-Stone Wealth Management’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 		$341K Buy
2,056
+1
+0% +$165 0.06% 245
2025
Q1 		$352K Sell
2,055
-59
-3% -$9.66K 0.06% 224
2024
Q4 		$358K Buy
2,114
+504
+31% +$90.4K 0.06% 230
2024
Q3 		$309K Buy
1,610
+1,066
+196% +$207K 0.06% 241
2024
Q2 		$100K Hold
544
– – 0.04% 283
2024
Q1 		$106K Buy
544
+1
+0.2% +$193 0.05% 265
2023
Q4 		$101K Hold
543
– – 0.05% 263
2023
Q3 		$109K Hold
543
– – 0.06% 239
2023
Q2 		$136K Buy
+543
New +$142K 0.08% 206
2022
Q4 		$126K Sell
542
-9
-2% -$2.08K 0.09% 205
2022
Q3 		$121K Hold
551
– – 0.09% 189
2022
Q2 		$118K Buy
551
+1
+0.2% +$218 0.08% 212
2022
Q1 		$119K Hold
550
– – 0.07% 236
2021
Q4 		$106K Buy
+550
New +$99.6K 0.06% 262

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

Tyler-Stone Wealth Management's HSY Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Hershey (HSY) stake by 0.05% in Q2 2025, buying an estimated $165 and bringing the position to 2,056 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #245.

Tyler-Stone Wealth Management first reported a position in HSY in Q4 2021 and has held it in 14 quarters since. The position peaked at $358K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Tyler-Stone Wealth Management held 2,056 shares of Hershey worth $341K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 1 Hershey share in Q2 2025, an estimated $165.
  • Hershey made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #245 holding.
  • Tyler-Stone Wealth Management first reported a position in Hershey in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Hershey position peaked at $358K in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.