VIA
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Virtus Investment Advisers’s Hershey HSY Stock Holding History

Virtus Investment Advisers’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 		$2.06M Buy
+9,903
New +$2.09M 0.57% 17
2024
Q1 		– Sell
-2,230
Closed -$416K – 364
2023
Q4 		$416K Hold
2,230
– – 0.31% 104
2023
Q3 		$446K Sell
2,230
-260
-10% -$58.2K 0.3% 89
2023
Q2 		$622K Sell
2,490
-527
-17% -$138K 0.42% 69
2023
Q1 		$768K Hold
3,017
– – 0.54% 53
2022
Q4 		$699K Buy
3,017
+1,543
+105% +$356K 0.47% 58
2022
Q3 		$325K Buy
+1,474
New +$330K 0.15% 132
2018
Q1 		– Sell
-1,101
Closed -$125K – 211
2017
Q4 		$125K Sell
1,101
-135
-11% -$14.9K 0.01% 454
2017
Q3 		$135K Sell
1,236
-5,130
-81% -$546K 0.01% 455
2017
Q2 		$684K Sell
6,366
-253
-4% -$27.9K 0.07% 278
2017
Q1 		$723K Sell
6,619
-894
-12% -$95.9K 0.06% 284
2016
Q4 		$777K Sell
7,513
-8,781
-54% -$867K 0.06% 305
2016
Q3 		$1.56M Buy
+16,294
New +$1.72M 0.1% 247

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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