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Essential Partners’s Tootsie Roll Industries TR Stock Holding History

Essential Partners’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 		$119 Hold
3
– – ﹤0.01% 2729
2026
Q1 		$128 Hold
3
– – ﹤0.01% 2686
2025
Q4 		$110 Sell
3
-4
-57% -$152 ﹤0.01% 2534
2025
Q3 		$293 Buy
7
+4
+133% +$151 ﹤0.01% 2324
2025
Q2 		$100 Buy
+3
New +$96 ﹤0.01% 2063

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

Essential Partners's TR Position: Q2 2026 in Review

Essential Partners held its Tootsie Roll Industries (TR) position steady in Q2 2026 at 3 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Essential Partners first reported a position in TR in Q2 2025 and has held it in 5 quarters since. The position peaked at $293 in Q3 2025. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Essential Partners held 3 shares of Tootsie Roll Industries worth $119 as of Q2 2026.
  • Essential Partners left its Tootsie Roll Industries share count unchanged in Q2 2026.
  • Tootsie Roll Industries made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2729 holding.
  • Essential Partners first reported a position in Tootsie Roll Industries in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Tootsie Roll Industries position peaked at $293 in Q3 2025.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.