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Corient IA’s Tootsie Roll Industries TR Stock Holding History

Corient IA’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 		$168K Buy
4,239
+123
+3% +$4.98K 0.15% 182
2026
Q1 		$176K Buy
+4,116
New +$161K 0.17% 221

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

Corient IA's TR Position: Q2 2026 in Review

Corient IA increased its Tootsie Roll Industries (TR) stake by 3% in Q2 2026, buying an estimated $4.98K and bringing the position to 4,239 shares worth $168K. The position accounts for 0.15% of the portfolio, ranked #182.

Corient IA first reported a position in TR in Q1 2026 and has held it in 2 quarters since. The position peaked at $176K in Q1 2026. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Corient IA held 4,239 shares of Tootsie Roll Industries worth $168K as of Q2 2026.
  • Corient IA bought 123 Tootsie Roll Industries shares in Q2 2026, an estimated $4.98K.
  • Tootsie Roll Industries made up 0.15% of Corient IA's portfolio in Q2 2026, its #182 holding.
  • Corient IA first reported a position in Tootsie Roll Industries in Q1 2026 and has held it in 2 quarters since.
  • Corient IA's Tootsie Roll Industries position peaked at $176K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.