Union Heritage Capital’s Toro Company TTC Stock Holding History

Union Heritage Capital’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.05M	Sell	52,345 -618	-1%	-$59.2K	1.78%	25
2026 Q2	$5.16M	Hold	52,963	–	–	1.75%	24
2026 Q1	$4.95M	Sell	52,963 -2,500	-5%	-$236K	1.84%	23
2025 Q4	$4.37M	Hold	55,463	–	–	1.48%	22
2025 Q3	$4.23M	Hold	55,463	–	–	1.37%	23
2025 Q2	$3.92M	Hold	55,463	–	–	1.37%	24
2025 Q1	$4.03M	Hold	55,463	–	–	1.5%	25
2024 Q4	$4.44M	Hold	55,463	–	–	1.64%	22
2024 Q3	$4.81M	Hold	55,463	–	–	1.77%	20
2024 Q2	$5.19M	Hold	55,463	–	–	2.04%	16
2024 Q1	$5.08M	Buy	55,463 +8,963	+19%	+$827K	2.02%	15
2023 Q4	$4.46M	Hold	46,500	–	–	2.31%	14
2023 Q3	$3.86M	Hold	46,500	–	–	2.19%	16
2023 Q2	$4.74M	Hold	46,500	–	–	2.57%	13
2023 Q1	$5.17M	Hold	46,500	–	–	3.14%	7
2022 Q4	$5.28M	Hold	46,500	–	–	3.22%	7
2022 Q3	$4.02M	Hold	46,500	–	–	2.67%	10
2022 Q2	$3.54M	Hold	46,500	–	–	2.28%	18
2022 Q1	$3.98M	Sell	46,500 -5,500	-11%	-$512K	2.21%	16
2021 Q4	$5.2M	Sell	52,000 -4,100	-7%	-$408K	2.43%	13
2021 Q3	$5.46M	Hold	56,100	–	–	2.56%	14
2021 Q2	$6.16M	Hold	56,100	–	–	2.88%	9
2021 Q1	$5.79M	Buy	+56,100	New	+$5.61M	2.88%	9

Other funds holding TTC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Union Heritage Capital's TTC Position: Q3 2026 in Review

Union Heritage Capital reduced its Toro Company (TTC) stake by 1.2% in Q3 2026, selling an estimated $59.2K and leaving 52,345 shares worth $5.05M. The position accounts for 1.78% of the portfolio, ranked #25.

Union Heritage Capital first reported a position in TTC in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.16M in Q2 2021. 508 funds tracked by Wall St. Rank hold TTC as of Q3 2026.

Union Heritage Capital held 52,345 shares of Toro Company worth $5.05M as of Q3 2026.
Union Heritage Capital sold 618 Toro Company shares in Q3 2026, an estimated $59.2K.
Toro Company made up 1.78% of Union Heritage Capital's portfolio in Q3 2026, its #25 holding.
Union Heritage Capital first reported a position in Toro Company in Q1 2021 and has held it in 23 quarters since.
Union Heritage Capital's Toro Company position peaked at $6.16M in Q2 2021.
508 funds tracked by Wall St. Rank held Toro Company as of Q3 2026.

Based on Union Heritage Capital's 13F filing for Q3 2026, filed 12 Nov 2026.