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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Alliance Advisory Group's HSY Position: Q4 2025 in Review

Wealth Alliance Advisory Group sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,108 shares — an estimated $207K sold.

Wealth Alliance Advisory Group first reported a position in HSY in Q3 2024 and held it in 5 quarters. The position peaked at $312K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Wealth Alliance Advisory Group reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,108 Hershey shares in Q4 2025, an estimated $207K.
  • Wealth Alliance Advisory Group first reported a position in Hershey in Q3 2024 and held it in 5 quarters.
  • Wealth Alliance Advisory Group's Hershey position peaked at $312K in Q1 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.