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RWA Wealth Partners’s Tootsie Roll Industries TR Stock Holding History

RWA Wealth Partners’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 		$213K Buy
+4,990
New +$195K ﹤0.01% 603
2025
Q4 		– Sell
-4,987
Closed -$203K – 631
2025
Q3 		$203K Buy
+4,987
New +$189K ﹤0.01% 594

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

RWA Wealth Partners's TR Position: Q1 2026 in Review

RWA Wealth Partners opened a new position in Tootsie Roll Industries (TR) in Q1 2026: 4,990 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: RWA Wealth Partners previously reported a position in TR as recently as Q3 2025.

RWA Wealth Partners first reported a position in TR in Q3 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • RWA Wealth Partners held 4,990 shares of Tootsie Roll Industries worth $213K as of Q1 2026.
  • Tootsie Roll Industries was a new RWA Wealth Partners position in Q1 2026.
  • Tootsie Roll Industries made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #603 holding.
  • RWA Wealth Partners first reported a position in Tootsie Roll Industries in Q3 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 RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.