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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Tootsie Roll Industries TR Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
-694
Closed -$29.6K – 2562
2026
Q1 		$29.6K Sell
694
-21
-3% -$823 ﹤0.01% 1155
2025
Q4 		$25.4K Hold
715
– – ﹤0.01% 1234
2025
Q3 		$29.1K Hold
715
– – ﹤0.01% 1122
2025
Q2 		$23.2K Buy
715
+21
+3% +$673 ﹤0.01% 1163
2025
Q1 		$21.2K Sell
694
-21
-3% -$626 ﹤0.01% 1212
2024
Q4 		$21.8K Hold
715
– – ﹤0.01% 1148
2024
Q3 		$20.9K Buy
+715
New +$20.4K ﹤0.01% 1239

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 $381M AUM 3.33% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s TR Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Tootsie Roll Industries (TR) in Q2 2026, closing a stake of 694 shares — an estimated $29.6K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TR in Q3 2024 and held it in 7 quarters. The position peaked at $29.6K in Q1 2026. 234 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Tootsie Roll Industries position as of Q2 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 694 Tootsie Roll Industries shares in Q2 2026, an estimated $29.6K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Tootsie Roll Industries in Q3 2024 and held it in 7 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Tootsie Roll Industries position peaked at $29.6K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.