DiNuzzo Private Wealth’s Tootsie Roll Industries TR Stock Holding History

DiNuzzo Private 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	$277	Hold	7	–	–	﹤0.01%	1216
2026 Q1	$300	Sell	7 -2	-22%	-$78	﹤0.01%	1190
2025 Q4	$330	Buy	9 +3	+50%	+$114	﹤0.01%	1178
2025 Q3	$242	Hold	6	–	–	﹤0.01%	1243
2025 Q2	$201	Hold	6	–	–	﹤0.01%	1243
2025 Q1	$189	Hold	6	–	–	﹤0.01%	1245
2024 Q4	$194	Hold	6	–	–	﹤0.01%	1275
2024 Q3	$186	Hold	6	–	–	﹤0.01%	1305
2024 Q2	$184	Buy	6 +1	+20%	+$28	﹤0.01%	1278
2024 Q1	$161	Hold	5	–	–	﹤0.01%	1232
2023 Q4	$167	Buy	+5	New	+$146	﹤0.01%	1249

Other funds holding TR

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

DiNuzzo Private Wealth's TR Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Tootsie Roll Industries (TR) position steady in Q2 2026 at 7 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

DiNuzzo Private Wealth first reported a position in TR in Q4 2023 and has held it in 11 quarters since. The position peaked at $330 in Q4 2025. 56 funds tracked by Wall St. Rank hold TR as of Q2 2026.

DiNuzzo Private Wealth held 7 shares of Tootsie Roll Industries worth $277 as of Q2 2026.
DiNuzzo Private Wealth left its Tootsie Roll Industries share count unchanged in Q2 2026.
Tootsie Roll Industries made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1216 holding.
DiNuzzo Private Wealth first reported a position in Tootsie Roll Industries in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Tootsie Roll Industries position peaked at $330 in Q4 2025.
56 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.