Virtue Capital Management’s Hershey HSY Stock Holding History

Virtue Capital 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	–	Sell	-2,026	Closed	-$347K	–	372
2025 Q1	$347K	Buy	+2,026	New	+$332K	0.04%	324

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Virtue Capital Management's HSY Position: Q2 2025 in Review

Virtue Capital Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 2,026 shares — an estimated $347K sold.

Virtue Capital Management first reported a position in HSY in Q1 2025 and held it in 1 quarter. The position peaked at $347K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Virtue Capital Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 2,026 Hershey shares in Q2 2025, an estimated $347K.
Virtue Capital Management first reported a position in Hershey in Q1 2025 and held it in 1 quarter.
Virtue Capital Management's Hershey position peaked at $347K in Q1 2025.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.