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EP Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

EP Wealth Advisors’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 		$288K Buy
+7,282
New +$295K ﹤0.01% 1320

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

EP Wealth Advisors's TR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Tootsie Roll Industries (TR) in Q2 2026: 7,282 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings.

231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • EP Wealth Advisors held 7,282 shares of Tootsie Roll Industries worth $288K as of Q2 2026.
  • Tootsie Roll Industries was a new EP Wealth Advisors position in Q2 2026.
  • Tootsie Roll Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1320 holding.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.