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

EverSource 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	$32.8K	Sell	829 -129	-13%	-$5.22K	﹤0.01%	2074
2026 Q1	$40.9K	Buy	958 +292	+44%	+$11.4K	﹤0.01%	2042
2025 Q4	$23.7K	Buy	666 +286	+75%	+$10.8K	﹤0.01%	2271
2025 Q3	$15.5K	Buy	380 +43	+13%	+$1.63K	﹤0.01%	2541
2025 Q2	$10.9K	Buy	337 +154	+84%	+$4.94K	﹤0.01%	2750
2025 Q1	$5.6K	Buy	183 +28	+18%	+$834	﹤0.01%	2439
2024 Q4	$4.72K	Buy	155 +51	+49%	+$1.51K	﹤0.01%	2371
2024 Q3	$3.04K	Hold	104	–	–	﹤0.01%	2413
2024 Q2	$3.02K	Hold	104	–	–	﹤0.01%	2410
2024 Q1	$2.91K	Buy	104 +9	+9%	+$273	﹤0.01%	2262
2023 Q4	$2.89K	Hold	95	–	–	﹤0.01%	2070
2023 Q3	$2.6K	Hold	95	–	–	﹤0.01%	1935
2023 Q2	$3.08K	Buy	95 +2	+2%	+$73	﹤0.01%	1911
2023 Q1	$3.82K	Sell	93 -3	-3%	-$120	﹤0.01%	1731
2022 Q4	$3.62K	Hold	96	–	–	﹤0.01%	1720
2022 Q3	$3K	Hold	96	–	–	﹤0.01%	1588
2022 Q2	$3K	Buy	96 +3	+3%	+$91	﹤0.01%	1438
2022 Q1	$3K	Sell	93 -3	-3%	-$90	﹤0.01%	1459
2021 Q4	$3K	Buy	+96	New	+$2.78K	﹤0.01%	1463

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its Tootsie Roll Industries (TR) stake by 13% in Q2 2026, selling an estimated $5.22K and leaving 829 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

EverSource Wealth Advisors first reported a position in TR in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.9K in Q1 2026. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

EverSource Wealth Advisors held 829 shares of Tootsie Roll Industries worth $32.8K as of Q2 2026.
EverSource Wealth Advisors sold 129 Tootsie Roll Industries shares in Q2 2026, an estimated $5.22K.
Tootsie Roll Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2074 holding.
EverSource Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Tootsie Roll Industries position peaked at $40.9K in Q1 2026.
231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.