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Twin Peaks Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-51
Closed -$2.18K – 2027
2026
Q1 		$2.18K Buy
+51
New +$2K ﹤0.01% 1682
2025
Q3 		– Sell
-80
Closed -$3.08K – 1956
2025
Q2 		$3.08K Buy
+80
New +$2.56K ﹤0.01% 1498

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

Twin Peaks Wealth Advisors's TR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q2 2026, closing a stake of 51 shares — an estimated $2.18K sold.

Twin Peaks Wealth Advisors first reported a position in TR in Q2 2025 and held it in 2 quarters. The position peaked at $3.08K in Q2 2025. 232 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 51 Tootsie Roll Industries shares in Q2 2026, an estimated $2.18K.
  • Twin Peaks Wealth Advisors first reported a position in Tootsie Roll Industries in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Tootsie Roll Industries position peaked at $3.08K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.