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Smallwood Wealth Investment Management’s Tootsie Roll Industries TR Stock Holding History

Smallwood Wealth Investment 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 		$553 Hold
14
– – ﹤0.01% 456
2026
Q1 		$598 Hold
14
– – ﹤0.01% 454
2025
Q4 		$512 Hold
14
– – ﹤0.01% 447
2025
Q3 		$586 Hold
14
– – ﹤0.01% 452
2025
Q2 		$468 Buy
14
+2
+17% +$64 ﹤0.01% 500
2025
Q1 		$377 Buy
+12
New +$358 ﹤0.01% 453

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

Smallwood Wealth Investment Management's TR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Tootsie Roll Industries (TR) position steady in Q2 2026 at 14 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Smallwood Wealth Investment Management first reported a position in TR in Q1 2025 and has held it in 6 quarters since. The position peaked at $598 in Q1 2026. 231 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Smallwood Wealth Investment Management held 14 shares of Tootsie Roll Industries worth $553 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Tootsie Roll Industries share count unchanged in Q2 2026.
  • Tootsie Roll Industries made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #456 holding.
  • Smallwood Wealth Investment Management first reported a position in Tootsie Roll Industries in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Tootsie Roll Industries position peaked at $598 in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.