HWM
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HFR Wealth Management’s Tootsie Roll Industries TR Stock Holding History

HFR 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 		$11.7M Buy
295,263
+5,554
+2% +$225K 2.85% 19
2026
Q1 		$12.4M Sell
289,709
-12,832
-4% -$503K 3.04% 16
2025
Q4 		$10.8M Sell
302,541
-473
-0.2% -$17.9K 2.54% 23
2025
Q3 		$12.3M Buy
303,014
+1,256
+0.4% +$47.5K 2.83% 17
2025
Q2 		$9.8M Buy
301,758
+7,116
+2% +$228K 2.37% 26
2025
Q1 		$9.01M Sell
294,642
-3,803
-1% -$113K 2.19% 28
2024
Q4 		$9.09M Buy
298,445
+1,716
+0.6% +$50.7K 2.25% 27
2024
Q3 		$8.66M Buy
296,729
+6,434
+2% +$183K 2.1% 29
2024
Q2 		$8.36M Buy
290,295
+11,780
+4% +$332K 2.13% 27
2024
Q1 		$8.41M Sell
278,515
-2,306
-0.8% -$69.9K 2.13% 27
2023
Q4 		$8.54M Buy
280,821
+3,369
+1% +$98.7K 2.32% 27
2023
Q3 		$7.58M Buy
277,452
+670
+0.2% +$20.1K 2.22% 31
2023
Q2 		$8.97M Sell
276,782
-65,727
-19% -$2.4M 2.49% 21
2023
Q1 		$14.1M Sell
342,509
-31,159
-8% -$1.24M 4% 2
2022
Q4 		$14.1M Sell
373,668
-13,193
-3% -$481K 4.1% 1
2022
Q3 		$11.4M Sell
386,861
-6,373
-2% -$199K 3.73% 2
2022
Q2 		$12.4M Sell
393,234
-15,308
-4% -$463K 3.73% 2
2022
Q1 		$12.7M Sell
408,542
-3,673
-0.9% -$110K 3.36% 3
2021
Q4 		$12.9M Buy
412,215
+2,519
+0.6% +$72.9K 3.23% 7
2021
Q3 		$10.8M Buy
409,696
+6,306
+2% +$178K 3.13% 7
2021
Q2 		$11.8M Buy
+403,390
New +$11.4M 3.55% 3

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

HFR Wealth Management increased its Tootsie Roll Industries (TR) stake by 1.9% in Q2 2026, buying an estimated $225K and bringing the position to 295,263 shares worth $11.7M. The position accounts for 2.85% of the portfolio, ranked #19.

HFR Wealth Management first reported a position in TR in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.1M in Q4 2022. 230 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • HFR Wealth Management held 295,263 shares of Tootsie Roll Industries worth $11.7M as of Q2 2026.
  • HFR Wealth Management bought 5,554 Tootsie Roll Industries shares in Q2 2026, an estimated $225K.
  • Tootsie Roll Industries made up 2.85% of HFR Wealth Management's portfolio in Q2 2026, its #19 holding.
  • HFR Wealth Management first reported a position in Tootsie Roll Industries in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Tootsie Roll Industries position peaked at $14.1M in Q4 2022.
  • 230 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.