Wealth Effects’s Hershey HSY Stock Holding History

Wealth Effects’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 Q1	–	Sell	-1,642	Closed	-$278K	–	209
2024 Q4	$278K	Sell	1,642 -625	-28%	-$112K	0.1%	165
2024 Q3	$435K	Buy	2,267 +150	+7%	+$29.2K	0.15%	119
2024 Q2	$389K	Buy	+2,117	New	+$410K	0.14%	124

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 Effects's HSY Position: Q1 2025 in Review

Wealth Effects sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,642 shares — an estimated $278K sold.

Wealth Effects first reported a position in HSY in Q2 2024 and held it in 3 quarters. The position peaked at $435K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Wealth Effects reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Wealth Effects sold 1,642 Hershey shares in Q1 2025, an estimated $278K.
Wealth Effects first reported a position in Hershey in Q2 2024 and held it in 3 quarters.
Wealth Effects's Hershey position peaked at $435K in Q3 2024.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.