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True Wealth Design’s Tootsie Roll Industries TR Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-1
Closed -$42 – 2816
2025
Q3 		$42 Hold
1
– – ﹤0.01% 2596
2025
Q2 		$34 Buy
+1
New +$32 ﹤0.01% 2450

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

True Wealth Design's TR Position: Q4 2025 in Review

True Wealth Design sold out of Tootsie Roll Industries (TR) in Q4 2025, closing a stake of 1 share — an estimated $42 sold.

True Wealth Design first reported a position in TR in Q2 2025 and held it in 2 quarters. The position peaked at $42 in Q3 2025. 213 funds tracked by Wall St. Rank hold TR as of Q4 2025.

  • True Wealth Design reported no remaining Tootsie Roll Industries position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Tootsie Roll Industries share in Q4 2025, an estimated $42.
  • True Wealth Design first reported a position in Tootsie Roll Industries in Q2 2025 and held it in 2 quarters.
  • True Wealth Design's Tootsie Roll Industries position peaked at $42 in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.