Aaron Wealth Advisors
TRI icon

Aaron Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Aaron Wealth Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,665
Closed -$299K – 757
2026
Q2 		$299K Sell
3,665
-1,560
-30% -$136K 0.02% 577
2026
Q1 		$478K Buy
+5,225
New +$551K 0.03% 399
2023
Q4 		– Sell
-21,540
Closed -$2.68M – 288
2023
Q3 		$2.68M Sell
21,540
-167
-0.8% -$22K 0.35% 44
2023
Q2 		$2.98M Sell
21,707
-1
-0% -$134 0.39% 44
2023
Q1 		$2.98M Hold
21,708
– – 0.41% 44
2022
Q4 		$2.61M Buy
21,708
+167
+0.8% +$19.2K 0.38% 49
2022
Q3 		$2.33M Buy
+21,541
New +$2.5M 0.43% 46

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $30.1B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $766M AUM 17.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aaron Wealth Advisors's TRI Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Thomson Reuters (TRI) in Q3 2026, closing a stake of 3,665 shares — an estimated $299K sold.

Aaron Wealth Advisors first reported a position in TRI in Q3 2022 and held it in 7 quarters. The position peaked at $2.98M in Q1 2023. 406 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Thomson Reuters position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 3,665 Thomson Reuters shares in Q3 2026, an estimated $299K.
  • Aaron Wealth Advisors first reported a position in Thomson Reuters in Q3 2022 and held it in 7 quarters.
  • Aaron Wealth Advisors's Thomson Reuters position peaked at $2.98M in Q1 2023.
  • 406 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.