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 Q2	–	Sell	-3,825	Closed	-$350K	–	1661
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 $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

Apollon Wealth Management's TRI Position: Q2 2026 in Review

Apollon Wealth Management sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 3,825 shares — an estimated $350K sold.

Apollon Wealth Management first reported a position in TRI in Q4 2023 and held it in 10 quarters. The position peaked at $1.73M in Q4 2023. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Apollon Wealth Management reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Apollon Wealth Management sold 3,825 Thomson Reuters shares in Q2 2026, an estimated $350K.
Apollon Wealth Management first reported a position in Thomson Reuters in Q4 2023 and held it in 10 quarters.
Apollon Wealth Management's Thomson Reuters position peaked at $1.73M in Q4 2023.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.