West Financial Advisors’s Hershey HSY Stock Holding History

West Financial Advisors’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	–	Sell	-37	Closed	-$6.73K	–	216
2025 Q4	$6.73K	Buy	+37	New	+$6.76K	﹤0.01%	162

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

West Financial Advisors's HSY Position: Q1 2026 in Review

West Financial Advisors sold out of Hershey (HSY) in Q1 2026, closing a stake of 37 shares — an estimated $6.73K sold.

West Financial Advisors first reported a position in HSY in Q4 2025 and held it in 1 quarter. The position peaked at $6.73K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

West Financial Advisors reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 37 Hershey shares in Q1 2026, an estimated $6.73K.
West Financial Advisors first reported a position in Hershey in Q4 2025 and held it in 1 quarter.
West Financial Advisors's Hershey position peaked at $6.73K in Q4 2025.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.