Curio Wealth’s Tootsie Roll Industries TR Stock Holding History

Curio Wealth’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	-1	Closed	-$44	–	1041
2026 Q1	$44	Buy	+1	New	+$39	﹤0.01%	1152

Other funds holding TR

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Curio Wealth's TR Position: Q2 2026 in Review

Curio Wealth sold out of Tootsie Roll Industries (TR) in Q2 2026, closing a stake of 1 share — an estimated $44 sold.

Curio Wealth first reported a position in TR in Q1 2026 and held it in 1 quarter. The position peaked at $44 in Q1 2026. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

Curio Wealth reported no remaining Tootsie Roll Industries position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Tootsie Roll Industries share in Q2 2026, an estimated $44.
Curio Wealth first reported a position in Tootsie Roll Industries in Q1 2026 and held it in 1 quarter.
Curio Wealth's Tootsie Roll Industries position peaked at $44 in Q1 2026.
231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.