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Cornerstone Planning Group’s Tootsie Roll Industries TR Stock Holding History

Cornerstone Planning Group’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 		– Sell
-31
Closed -$1.31K – 1945
2026
Q1 		$1.31K Buy
+31
New +$1.21K ﹤0.01% 1390
2025
Q4 		– Sell
-3
Closed -$225 – 1836
2025
Q3 		$225 Sell
3
-11
-79% -$416 ﹤0.01% 1602
2025
Q2 		$541 Buy
+14
New +$449 ﹤0.01% 1279

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

Cornerstone Planning Group's TR Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Tootsie Roll Industries (TR) in Q2 2026, closing a stake of 31 shares — an estimated $1.31K sold.

Cornerstone Planning Group first reported a position in TR in Q2 2025 and held it in 3 quarters. The position peaked at $1.31K in Q1 2026. 233 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Tootsie Roll Industries position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 31 Tootsie Roll Industries shares in Q2 2026, an estimated $1.31K.
  • Cornerstone Planning Group first reported a position in Tootsie Roll Industries in Q2 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Tootsie Roll Industries position peaked at $1.31K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.