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InceptionR’s Tootsie Roll Industries TR Stock Holding History

InceptionR’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
Q1 		– Sell
-13,277
Closed -$472K – 907
2025
Q4 		$472K Buy
13,277
+8,165
+160% +$309K 0.13% 294
2025
Q3 		$208K Sell
5,112
-1,942
-28% -$73.5K 0.05% 597
2025
Q2 		$229K Buy
+7,054
New +$226K 0.05% 533
2025
Q1 		– Sell
-27,415
Closed -$835K – 834
2024
Q4 		$835K Buy
27,415
+19,339
+239% +$571K 0.19% 207
2024
Q3 		$236K Buy
+8,076
New +$230K 0.06% 533

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

InceptionR's TR Position: Q1 2026 in Review

InceptionR sold out of Tootsie Roll Industries (TR) in Q1 2026, closing a stake of 13,277 shares — an estimated $472K sold.

InceptionR first reported a position in TR in Q3 2024 and held it in 5 quarters. The position peaked at $835K in Q4 2024. 222 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • InceptionR reported no remaining Tootsie Roll Industries position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 13,277 Tootsie Roll Industries shares in Q1 2026, an estimated $472K.
  • InceptionR first reported a position in Tootsie Roll Industries in Q3 2024 and held it in 5 quarters.
  • InceptionR's Tootsie Roll Industries position peaked at $835K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.