Wealth Advisors of Tampa Bay’s Hershey HSY Stock Holding History

Wealth Advisors of Tampa Bay’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	-1,465	Closed	-$251K	–	115
2025 Q1	$251K	Sell	1,465 -500	-25%	-$81.9K	0.1%	83
2024 Q4	$333K	Hold	1,965	–	–	0.14%	73
2024 Q3	$377K	Hold	1,965	–	–	0.16%	72
2024 Q2	$361K	Hold	1,965	–	–	0.17%	69
2024 Q1	$382K	Hold	1,965	–	–	0.18%	68
2023 Q4	$366K	Sell	1,965 -2,365	-55%	-$448K	0.18%	68
2023 Q3	$866K	Buy	4,330 +2,165	+100%	+$485K	0.24%	63
2023 Q2	$541K	Hold	2,165	–	–	0.3%	61
2023 Q1	$551K	Sell	2,165 -235	-10%	-$55.2K	0.32%	59
2022 Q4	$556K	Hold	2,400	–	–	0.34%	57
2022 Q3	$529K	Sell	2,400 -2,400	-50%	-$538K	0.36%	59
2022 Q2	$1.03M	Hold	4,800	–	–	0.32%	60
2022 Q1	$1.04M	Hold	4,800	–	–	0.28%	63
2021 Q4	$929K	Buy	4,800 +2,400	+100%	+$435K	0.23%	70
2021 Q3	$406K	Hold	2,400	–	–	0.22%	70
2021 Q2	$418K	Hold	2,400	–	–	0.23%	73
2021 Q1	$380K	Hold	2,400	–	–	0.22%	75
2020 Q4	$366K	Hold	2,400	–	–	0.26%	66
2020 Q3	$344K	Hold	2,400	–	–	0.26%	67
2020 Q2	$311K	Hold	2,400	–	–	0.26%	64
2020 Q1	$318K	Hold	2,400	–	–	0.36%	60
2019 Q4	$353K	Hold	2,400	–	–	0.33%	58
2019 Q3	$372K	Hold	2,400	–	–	0.31%	62
2019 Q2	$322K	Hold	2,400	–	–	0.23%	66
2019 Q1	$276K	Hold	2,400	–	–	0.2%	66
2018 Q4	$257K	Hold	2,400	–	–	0.21%	64
2018 Q3	$245K	Hold	2,400	–	–	0.17%	63
2018 Q2	$221K	Hold	2,400	–	–	0.17%	65
2018 Q1	$238K	Hold	2,400	–	–	0.17%	67
2017 Q4	$274K	Buy	+2,400	New	+$264K	0.19%	65

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

Wealth Advisors of Tampa Bay's HSY Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,465 shares — an estimated $251K sold.

Wealth Advisors of Tampa Bay first reported a position in HSY in Q4 2017 and held it in 30 quarters. The position peaked at $1.04M in Q1 2022. 1,311 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 1,465 Hershey shares in Q2 2025, an estimated $251K.
Wealth Advisors of Tampa Bay first reported a position in Hershey in Q4 2017 and held it in 30 quarters.
Wealth Advisors of Tampa Bay's Hershey position peaked at $1.04M in Q1 2022.
1,311 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.