Optima Capital’s Tootsie Roll Industries TR Stock Holding History

Optima Capital’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	Closed	-$477	–	1192
2025 Q4	$477	Buy	+13	New	+$492	﹤0.01%	1278

Other funds holding TR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optima Capital's TR Position: Q1 2026 in Review

Optima Capital sold out of Tootsie Roll Industries (TR) in Q1 2026, closing a stake of 13 shares — an estimated $477 sold.

Optima Capital first reported a position in TR in Q4 2025 and held it in 1 quarter. The position peaked at $477 in Q4 2025. 222 funds tracked by Wall St. Rank hold TR as of Q1 2026.

Optima Capital reported no remaining Tootsie Roll Industries position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 13 Tootsie Roll Industries shares in Q1 2026, an estimated $477.
Optima Capital first reported a position in Tootsie Roll Industries in Q4 2025 and held it in 1 quarter.
Optima Capital's Tootsie Roll Industries position peaked at $477 in Q4 2025.
222 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.