HHGA
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Halbert Hargrove Global Advisors’s Tootsie Roll Industries TR Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-23
Closed -$923 – 709
2025
Q3 		$923 Buy
+23
New +$870 ﹤0.01% 671

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Halbert Hargrove Global Advisors's TR Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Tootsie Roll Industries (TR) in Q4 2025, closing a stake of 23 shares — an estimated $923 sold.

Halbert Hargrove Global Advisors first reported a position in TR in Q3 2025 and held it in 1 quarter. The position peaked at $923 in Q3 2025. 213 funds tracked by Wall St. Rank hold TR as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Tootsie Roll Industries position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 23 Tootsie Roll Industries shares in Q4 2025, an estimated $923.
  • Halbert Hargrove Global Advisors first reported a position in Tootsie Roll Industries in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Tootsie Roll Industries position peaked at $923 in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.