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Robertson Stephens Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Robertson Stephens 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
Q1 		$1.3M Buy
30,465
+4,226
+16% +$166K 0.04% 264
2025
Q4 		$935K Buy
+26,239
New +$994K 0.02% 322

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Robertson Stephens Wealth Management's TR Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Tootsie Roll Industries (TR) stake by 16% in Q1 2026, buying an estimated $166K and bringing the position to 30,465 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #264.

Robertson Stephens Wealth Management first reported a position in TR in Q4 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • Robertson Stephens Wealth Management held 30,465 shares of Tootsie Roll Industries worth $1.3M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 4,226 Tootsie Roll Industries shares in Q1 2026, an estimated $166K.
  • Tootsie Roll Industries made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Robertson Stephens Wealth Management first reported a position in Tootsie Roll Industries in Q4 2025 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.