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 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 $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Aaron Wealth Advisors's TRI Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Thomson Reuters (TRI) stake by 30% in Q2 2026, selling an estimated $136K and leaving 3,665 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #577.

Aaron Wealth Advisors first reported a position in TRI in Q3 2022 and has held it in 7 quarters since. The position peaked at $2.98M in Q1 2023. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Aaron Wealth Advisors held 3,665 shares of Thomson Reuters worth $299K as of Q2 2026.
Aaron Wealth Advisors sold 1,560 Thomson Reuters shares in Q2 2026, an estimated $136K.
Thomson Reuters made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #577 holding.
Aaron Wealth Advisors first reported a position in Thomson Reuters in Q3 2022 and has held it in 7 quarters since.
Aaron Wealth Advisors's Thomson Reuters position peaked at $2.98M in Q1 2023.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.