LPL Financial
TR icon

LPL Financial’s Tootsie Roll Industries TR Stock Holding History

LPL Financial’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 		$573K Buy
14,481
+530
+4% +$21.4K ﹤0.01% 4908
2026
Q1 		$596K Buy
13,951
+1,492
+12% +$58.4K ﹤0.01% 4607
2025
Q4 		$443K Buy
12,459
+4,727
+61% +$179K ﹤0.01% 4827
2025
Q3 		$315K Sell
7,732
-1,003
-11% -$37.9K ﹤0.01% 5014
2025
Q2 		$284K Buy
8,735
+178
+2% +$5.71K ﹤0.01% 4813
2025
Q1 		$262K Buy
8,557
+219
+3% +$6.53K ﹤0.01% 4673
2024
Q4 		$254K Buy
8,338
+429
+5% +$12.7K ﹤0.01% 4659
2024
Q3 		$231K Buy
7,909
+647
+9% +$18.4K ﹤0.01% 4626
2024
Q2 		$209K Buy
+7,262
New +$205K ﹤0.01% 4538
2023
Q2 		– Sell
-7,042
Closed -$289K – 4686
2023
Q1 		$289K Buy
+7,042
New +$281K ﹤0.01% 3774
2018
Q3 		– Sell
-11,534
Closed -$281K – 3306
2018
Q2 		$281K Sell
11,534
-1,903
-14% -$43.9K ﹤0.01% 2710
2018
Q1 		$312K Sell
13,437
-1,341
-9% -$34.8K ﹤0.01% 2572
2017
Q4 		$412K Sell
14,778
-806
-5% -$22.6K ﹤0.01% 2222
2017
Q3 		$454K Sell
15,584
-544
-3% -$15.4K ﹤0.01% 2020
2017
Q2 		$431K Sell
16,128
-23,549
-59% -$655K ﹤0.01% 1987
2017
Q1 		$1.14M Sell
39,677
-1,480
-4% -$42.5K 0.01% 1174
2016
Q4 		$1.21M Sell
41,157
-934
-2% -$26K 0.01% 1088
2016
Q3 		$1.12M Buy
42,091
+28,546
+211% +$797K 0.01% 1114
2016
Q2 		$381K Buy
+13,545
New +$361K ﹤0.01% 1895

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

LPL Financial's TR Position: Q2 2026 in Review

LPL Financial increased its Tootsie Roll Industries (TR) stake by 3.8% in Q2 2026, buying an estimated $21.4K and bringing the position to 14,481 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #4908.

LPL Financial first reported a position in TR in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2016. 232 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • LPL Financial held 14,481 shares of Tootsie Roll Industries worth $573K as of Q2 2026.
  • LPL Financial bought 530 Tootsie Roll Industries shares in Q2 2026, an estimated $21.4K.
  • Tootsie Roll Industries made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4908 holding.
  • LPL Financial first reported a position in Tootsie Roll Industries in Q2 2016 and has held it in 19 quarters since.
  • LPL Financial's Tootsie Roll Industries position peaked at $1.21M in Q4 2016.
  • 232 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.