Confluence Investment Management’s Toro Company TTC Stock Holding History

Confluence Investment Management’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8M	Sell	233,646 -17,297	-7%	-$1.61M	0.36%	73
2026 Q1	$23.4M	Buy	250,943 +9,634	+4%	+$908K	0.36%	73
2025 Q4	$19M	Buy	241,309 +17,292	+8%	+$1.28M	0.28%	81
2025 Q3	$17.1M	Sell	224,017 -2,501	-1%	-$192K	0.24%	87
2025 Q2	$16M	Sell	226,518 -129	-0.1%	-$9.15K	0.23%	98
2025 Q1	$16.5M	Sell	226,647 -2,984	-1%	-$236K	0.24%	95
2024 Q4	$18.4M	Sell	229,631 -748	-0.3%	-$62.7K	0.26%	89
2024 Q3	$20M	Buy	230,379 +709	+0.3%	+$63.7K	0.27%	85
2024 Q2	$21.5M	Buy	229,670 +3,897	+2%	+$344K	0.31%	81
2024 Q1	$20.7M	Sell	225,773 -1,971	-0.9%	-$182K	0.28%	86
2023 Q4	$21.9M	Buy	227,744 +81,160	+55%	+$6.95M	0.31%	79
2023 Q3	$12.2M	Buy	+146,584	New	+$14.1M	0.19%	97

Other funds holding TTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Confluence Investment Management's TTC Position: Q2 2026 in Review

Confluence Investment Management reduced its Toro Company (TTC) stake by 6.9% in Q2 2026, selling an estimated $1.61M and leaving 233,646 shares worth $22.8M. The position accounts for 0.36% of the portfolio, ranked #73.

Confluence Investment Management first reported a position in TTC in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.4M in Q1 2026. 596 funds tracked by Wall St. Rank hold TTC as of Q2 2026.

Confluence Investment Management held 233,646 shares of Toro Company worth $22.8M as of Q2 2026.
Confluence Investment Management sold 17,297 Toro Company shares in Q2 2026, an estimated $1.61M.
Toro Company made up 0.36% of Confluence Investment Management's portfolio in Q2 2026, its #73 holding.
Confluence Investment Management first reported a position in Toro Company in Q3 2023 and has held it in 12 quarters since.
Confluence Investment Management's Toro Company position peaked at $23.4M in Q1 2026.
596 funds tracked by Wall St. Rank held Toro Company as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.