WAAG
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Wealth Alliance Advisory Group’s Hershey HSY Stock Holding History

Wealth Alliance Advisory Group’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
Q4 		– Sell
-1,108
Closed -$207K – 199
2025
Q3 		$207K Sell
1,108
-208
-16% -$37.8K 0.04% 178
2025
Q2 		$218K Sell
1,316
-508
-28% -$83.7K 0.04% 176
2025
Q1 		$312K Buy
1,824
+419
+30% +$68.6K 0.06% 142
2024
Q4 		$238K Sell
1,405
-72
-5% -$12.9K 0.05% 169
2024
Q3 		$283K Buy
+1,477
New +$287K 0.06% 147

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return