Apollon Wealth Management’s Thomson Reuters TRI Stock Holding History

Apollon Wealth Management’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 Q1	$350K	Sell	3,825 -4,322	-53%	-$456K	0.01%	1038
2025 Q4	$1.09M	Sell	8,147 -598	-7%	-$86.6K	0.02%	544
2025 Q3	$1.38M	Buy	8,745 +1,021	+13%	+$190K	0.02%	473
2025 Q2	$1.58M	Buy	7,724 +85	+1%	+$16.2K	0.03%	418
2025 Q1	$1.34M	Sell	7,639 -155	-2%	-$26.8K	0.03%	424
2024 Q4	$1.27M	Sell	7,794 -17	-0.2%	-$2.86K	0.03%	442
2024 Q3	$1.35M	Sell	7,811 -449	-5%	-$75.8K	0.04%	400
2024 Q2	$1.41M	Sell	8,260 -1,561	-16%	-$259K	0.04%	366
2024 Q1	$1.55M	Sell	9,821 -1,799	-15%	-$280K	0.05%	347
2023 Q4	$1.73M	Buy	+11,620	New	+$1.57M	0.06%	299

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Apollon Wealth Management's TRI Position: Q1 2026 in Review

Apollon Wealth Management reduced its Thomson Reuters (TRI) stake by 53% in Q1 2026, selling an estimated $456K and leaving 3,825 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #1038.

Apollon Wealth Management first reported a position in TRI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q4 2023. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Apollon Wealth Management held 3,825 shares of Thomson Reuters worth $350K as of Q1 2026.
Apollon Wealth Management sold 4,322 Thomson Reuters shares in Q1 2026, an estimated $456K.
Thomson Reuters made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1038 holding.
Apollon Wealth Management first reported a position in Thomson Reuters in Q4 2023 and has held it in 10 quarters since.
Apollon Wealth Management's Thomson Reuters position peaked at $1.73M in Q4 2023.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.