Cerity Partners
TRI icon

Cerity Partners’s Thomson Reuters TRI Stock Holding History

Cerity Partners’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 		$4.89M Sell
59,880
-2,382
-4% -$208K 0.01% 1114
2026
Q1 		$5.69M Sell
62,262
-47,213
-43% -$4.98M 0.01% 946
2025
Q4 		$14.7M Buy
109,475
+71,944
+192% +$10.4M 0.02% 501
2025
Q3 		$5.92M Sell
37,531
-4,134
-10% -$771K 0.01% 784
2025
Q2 		$8.51M Buy
41,665
+170
+0.4% +$32.4K 0.02% 595
2025
Q1 		$7.28M Buy
41,495
+14,995
+57% +$2.59M 0.01% 597
2024
Q4 		$4.39M Sell
26,500
-629
-2% -$106K 0.01% 765
2024
Q3 		$4.7M Buy
27,129
+14,004
+107% +$2.36M 0.01% 721
2024
Q2 		$2.25M Sell
13,125
-5,924
-31% -$982K 0.01% 863
2024
Q1 		$3.02M Buy
19,049
+8,027
+73% +$1.25M 0.01% 813
2023
Q4 		$1.64M Buy
11,022
+5,593
+103% +$755K 0.01% 826
2023
Q3 		$674K Sell
5,429
-3,948
-42% -$520K ﹤0.01% 869
2023
Q2 		$1.29M Buy
9,377
+2,510
+37% +$337K 0.01% 847
2023
Q1 		$941K Buy
6,867
+2,755
+67% +$351K ﹤0.01% 1005
2022
Q4 		$494K Sell
4,112
-42
-1% -$4.84K ﹤0.01% 958
2022
Q3 		$449K Sell
4,154
-56
-1% -$6.49K 0.01% 751
2022
Q2 		$462K Buy
4,210
+1,969
+88% +$209K 0.01% 767
2022
Q1 		$256K Sell
2,241
-251
-10% -$28K ﹤0.01% 787
2021
Q4 		$314K Buy
+2,492
New +$310K ﹤0.01% 750

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cerity Partners's TRI Position: Q2 2026 in Review

Cerity Partners reduced its Thomson Reuters (TRI) stake by 3.8% in Q2 2026, selling an estimated $208K and leaving 59,880 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #1114.

Cerity Partners first reported a position in TRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.7M in Q4 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Cerity Partners held 59,880 shares of Thomson Reuters worth $4.89M as of Q2 2026.
  • Cerity Partners sold 2,382 Thomson Reuters shares in Q2 2026, an estimated $208K.
  • Thomson Reuters made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1114 holding.
  • Cerity Partners first reported a position in Thomson Reuters in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Thomson Reuters position peaked at $14.7M in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.