PWPS
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Pinnacle Wealth Planning Services’s Tootsie Roll Industries TR Stock Holding History

Pinnacle Wealth Planning Services’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 		$26.3K Sell
665
-8
-1% -$324 ﹤0.01% 1653
2026
Q1 		$28.8K Buy
673
+24
+4% +$940 ﹤0.01% 1506
2025
Q4 		$23.1K Buy
+649
New +$24.6K ﹤0.01% 1650
2021
Q1 		– Sell
-1
Closed – – 1800
2020
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 2312

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

Pinnacle Wealth Planning Services's TR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Tootsie Roll Industries (TR) stake by 1.2% in Q2 2026, selling an estimated $324 and leaving 665 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Pinnacle Wealth Planning Services first reported a position in TR in Q4 2020 and has held it in 4 quarters since. The position peaked at $28.8K in Q1 2026. 233 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 665 shares of Tootsie Roll Industries worth $26.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 8 Tootsie Roll Industries shares in Q2 2026, an estimated $324.
  • Tootsie Roll Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1653 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tootsie Roll Industries in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Tootsie Roll Industries position peaked at $28.8K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.