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Asset Planning Inc’s Tootsie Roll Industries TR Stock Holding History

Asset Planning Inc’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4K Buy
390
+11
+3% +$445 0.01% 232
2026
Q1 		$16.2K Sell
379
-10
-3% -$392 0.01% 214
2025
Q4 		$13.8K Buy
389
+1
+0.3% +$38 0.01% 221
2025
Q3 		$15.8K Buy
388
+1
+0.3% +$38 0.01% 217
2025
Q2 		$12.6K Buy
387
+10
+3% +$321 0.01% 224
2025
Q1 		$11.5K Sell
377
-9
-2% -$268 0.01% 234
2024
Q4 		$11.8K Buy
+386
New +$11.4K 0.01% 233

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

Asset Planning Inc's TR Position: Q2 2026 in Review

Asset Planning Inc increased its Tootsie Roll Industries (TR) stake by 2.9% in Q2 2026, buying an estimated $445 and bringing the position to 390 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #232.

Asset Planning Inc first reported a position in TR in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2K in Q1 2026. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Asset Planning Inc held 390 shares of Tootsie Roll Industries worth $15.4K as of Q2 2026.
  • Asset Planning Inc bought 11 Tootsie Roll Industries shares in Q2 2026, an estimated $445.
  • Tootsie Roll Industries made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #232 holding.
  • Asset Planning Inc first reported a position in Tootsie Roll Industries in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Tootsie Roll Industries position peaked at $16.2K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.