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 Q3	$113	Hold	3	–	–	﹤0.01%	2682
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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners's TR Position: Q3 2026 in Review

Essential Partners held its Tootsie Roll Industries (TR) position steady in Q3 2026 at 3 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

Essential Partners first reported a position in TR in Q2 2025 and has held it in 6 quarters since. The position peaked at $293 in Q3 2025. 29 funds tracked by Wall St. Rank hold TR as of Q3 2026.

Essential Partners held 3 shares of Tootsie Roll Industries worth $113 as of Q3 2026.
Essential Partners left its Tootsie Roll Industries share count unchanged in Q3 2026.
Tootsie Roll Industries made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2682 holding.
Essential Partners first reported a position in Tootsie Roll Industries in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Tootsie Roll Industries position peaked at $293 in Q3 2025.
29 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.