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 Q3	$263	Hold	7	–	–	﹤0.01%	1231
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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $998M AUM 21.5% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

DiNuzzo Private Wealth's TR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Tootsie Roll Industries (TR) position steady in Q3 2026 at 7 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

DiNuzzo Private Wealth first reported a position in TR in Q4 2023 and has held it in 12 quarters since. The position peaked at $330 in Q4 2025. 47 funds tracked by Wall St. Rank hold TR as of Q3 2026.

DiNuzzo Private Wealth held 7 shares of Tootsie Roll Industries worth $263 as of Q3 2026.
DiNuzzo Private Wealth left its Tootsie Roll Industries share count unchanged in Q3 2026.
Tootsie Roll Industries made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1231 holding.
DiNuzzo Private Wealth first reported a position in Tootsie Roll Industries in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Tootsie Roll Industries position peaked at $330 in Q4 2025.
47 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.