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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
Q2 		$1.24M Buy
31,361
+896
+3% +$36.3K 0.03% 279
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 $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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's TR Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Tootsie Roll Industries (TR) stake by 2.9% in Q2 2026, buying an estimated $36.3K and bringing the position to 31,361 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #279.

Robertson Stephens Wealth Management first reported a position in TR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 232 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Robertson Stephens Wealth Management held 31,361 shares of Tootsie Roll Industries worth $1.24M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 896 Tootsie Roll Industries shares in Q2 2026, an estimated $36.3K.
  • Tootsie Roll Industries made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Robertson Stephens Wealth Management first reported a position in Tootsie Roll Industries in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Tootsie Roll Industries position peaked at $1.3M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.