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Clearstead Advisors’s Tootsie Roll Industries TR Stock Holding History

Clearstead Advisors’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 		$554 Buy
+14
New +$567 ﹤0.01% 2893
2025
Q4 		– Sell
-23
Closed -$923 – 3242
2025
Q3 		$923 Buy
+23
New +$870 ﹤0.01% 2633

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

Clearstead Advisors's TR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Tootsie Roll Industries (TR) in Q2 2026: 14 shares worth $554. The stake represents ﹤0.01% of the portfolio and ranks #2893 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TR as recently as Q3 2025.

Clearstead Advisors first reported a position in TR in Q3 2025 and has held it in 2 quarters since. The position peaked at $923 in Q3 2025. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Clearstead Advisors held 14 shares of Tootsie Roll Industries worth $554 as of Q2 2026.
  • Tootsie Roll Industries was a new Clearstead Advisors position in Q2 2026.
  • Tootsie Roll Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2893 holding.
  • Clearstead Advisors first reported a position in Tootsie Roll Industries in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Tootsie Roll Industries position peaked at $923 in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.