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Valley Wealth Managers’s Hershey HSY Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-2,219
Closed -$376K – 392
2024
Q4 		$376K Buy
2,219
+118
+6% +$21.2K 0.03% 167
2024
Q3 		$403K Buy
2,101
+355
+20% +$69K 0.03% 169
2024
Q2 		$321K Sell
1,746
-136
-7% -$26.3K 0.03% 172
2024
Q1 		$366K Buy
1,882
+735
+64% +$142K 0.03% 170
2023
Q4 		$214K Buy
1,147
+23
+2% +$4.36K 0.02% 181
2023
Q3 		$225K Buy
1,124
+74
+7% +$16.6K 0.02% 181
2023
Q2 		$262K Hold
1,050
– – 0.02% 147
2023
Q1 		$267K Sell
1,050
-100
-9% -$23.5K 0.02% 139
2022
Q4 		$266K Sell
1,150
-188
-14% -$43.3K 0.02% 141
2022
Q3 		$295K Sell
1,338
-4
-0.3% -$896 0.03% 138
2022
Q2 		$289K Sell
1,342
-471
-26% -$103K 0.03% 151
2022
Q1 		$393K Buy
1,813
+12
+0.7% +$2.44K 0.03% 137
2021
Q4 		$348K Buy
1,801
+173
+11% +$31.3K 0.03% 156
2021
Q3 		$276K Buy
1,628
+135
+9% +$23.9K 0.02% 159
2021
Q2 		$260K Buy
+1,493
New +$251K 0.02% 164

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

Valley Wealth Managers's HSY Position: Q1 2025 in Review

Valley Wealth Managers sold out of Hershey (HSY) in Q1 2025, closing a stake of 2,219 shares — an estimated $376K sold.

Valley Wealth Managers first reported a position in HSY in Q2 2021 and held it in 15 quarters. The position peaked at $403K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Valley Wealth Managers reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 2,219 Hershey shares in Q1 2025, an estimated $376K.
  • Valley Wealth Managers first reported a position in Hershey in Q2 2021 and held it in 15 quarters.
  • Valley Wealth Managers's Hershey position peaked at $403K in Q3 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.