Williams Jones Wealth Management’s Tootsie Roll Industries TR Stock Holding History

Williams Jones Wealth 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	$293K	Buy	7,412 +215	+3%	+$8.7K	﹤0.01%	449
2026 Q1	$307K	Sell	7,197 -216	-3%	-$8.46K	﹤0.01%	417
2025 Q4	$264K	Hold	7,413	–	–	﹤0.01%	441
2025 Q3	$302K	Hold	7,413	–	–	﹤0.01%	415
2025 Q2	$241K	Buy	7,413 +215	+3%	+$6.89K	﹤0.01%	455
2025 Q1	$220K	Sell	7,198 -216	-3%	-$6.44K	﹤0.01%	452
2024 Q4	$226K	Hold	7,414	–	–	﹤0.01%	452
2024 Q3	$216K	Hold	7,414	–	–	﹤0.01%	481
2024 Q2	$214K	Hold	7,414	–	–	﹤0.01%	475
2024 Q1	$224K	Buy	7,414 +1	+0%	+$30	﹤0.01%	480
2023 Q4	$226K	Hold	7,413	–	–	﹤0.01%	477
2023 Q3	$203K	Hold	7,413	–	–	﹤0.01%	493
2023 Q2	$240K	Hold	7,413	–	–	﹤0.01%	453
2023 Q1	$305K	Sell	7,413 -1	-0%	-$40	﹤0.01%	442
2022 Q4	$280K	Hold	7,414	–	–	﹤0.01%	453
2022 Q3	$219K	Hold	7,414	–	–	﹤0.01%	487
2022 Q2	$233K	Buy	+7,414	New	+$224K	﹤0.01%	501

Other funds holding TR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Williams Jones Wealth Management's TR Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Tootsie Roll Industries (TR) stake by 3% in Q2 2026, buying an estimated $8.7K and bringing the position to 7,412 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Williams Jones Wealth Management first reported a position in TR in Q2 2022 and has held it in 17 quarters since. The position peaked at $307K in Q1 2026. 232 funds tracked by Wall St. Rank hold TR as of Q2 2026.

Williams Jones Wealth Management held 7,412 shares of Tootsie Roll Industries worth $293K as of Q2 2026.
Williams Jones Wealth Management bought 215 Tootsie Roll Industries shares in Q2 2026, an estimated $8.7K.
Tootsie Roll Industries made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #449 holding.
Williams Jones Wealth Management first reported a position in Tootsie Roll Industries in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Tootsie Roll Industries position peaked at $307K in Q1 2026.
232 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.