EWM
TR icon

Evermay Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Evermay Wealth Management’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 		$77.8K Hold
1,966
– – 0.01% 304
2026
Q1 		$84K Hold
1,966
– – 0.01% 271
2025
Q4 		$69.9K Hold
1,966
– – 0.01% 294
2025
Q3 		$80K Hold
1,966
– – 0.01% 288
2025
Q2 		$63.9K Buy
1,966
+56
+3% +$1.79K 0.01% 302
2025
Q1 		$58.4K Buy
+1,910
New +$56.9K 0.01% 311

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

Evermay Wealth Management's TR Position: Q2 2026 in Review

Evermay Wealth Management held its Tootsie Roll Industries (TR) position steady in Q2 2026 at 1,966 shares worth $77.8K. The position accounts for 0.01% of the portfolio, ranked #304.

Evermay Wealth Management first reported a position in TR in Q1 2025 and has held it in 6 quarters since. The position peaked at $84K in Q1 2026. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Evermay Wealth Management held 1,966 shares of Tootsie Roll Industries worth $77.8K as of Q2 2026.
  • Evermay Wealth Management left its Tootsie Roll Industries share count unchanged in Q2 2026.
  • Tootsie Roll Industries made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Evermay Wealth Management first reported a position in Tootsie Roll Industries in Q1 2025 and has held it in 6 quarters since.
  • Evermay Wealth Management's Tootsie Roll Industries position peaked at $84K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.