Envestnet Asset Management
TRI icon

Envestnet Asset Management’s Thomson Reuters TRI Stock Holding History

Envestnet Asset 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 		$27.1M Sell
331,421
-5,736
-2% -$501K 0.01% 1224
2026
Q1 		$30.8M Buy
337,157
+80,780
+32% +$8.52M 0.01% 1066
2025
Q4 		$34.3M Sell
256,377
-48,165
-16% -$6.97M 0.01% 925
2025
Q3 		$48M Sell
304,542
-59,729
-16% -$11.1M 0.01% 789
2025
Q2 		$74.4M Buy
364,271
+205,186
+129% +$39.1M 0.02% 600
2025
Q1 		$27.9M Sell
159,085
-44,838
-22% -$7.74M 0.01% 982
2024
Q4 		$33.2M Sell
203,923
-24,737
-11% -$4.17M 0.01% 896
2024
Q3 		$39.6M Sell
228,660
-210,851
-48% -$35.6M 0.01% 829
2024
Q2 		$75.2M Sell
439,511
-13,958
-3% -$2.31M 0.03% 521
2024
Q1 		$71.8M Buy
453,469
+1,075
+0.2% +$167K 0.03% 534
2023
Q4 		$67.2M Sell
452,394
-85,296
-16% -$11.5M 0.03% 504
2023
Q3 		$66.8M Buy
537,690
+82,290
+18% +$10.8M 0.03% 478
2023
Q2 		$62.4M Sell
455,400
-28,270
-6% -$3.79M 0.03% 470
2023
Q1 		$66.3M Buy
483,670
+122,363
+34% +$15.6M 0.03% 417
2022
Q4 		$43.4M Sell
361,307
-15,486
-4% -$1.78M 0.02% 526
2022
Q3 		$40.7M Sell
376,793
-73,820
-16% -$8.56M 0.02% 499
2022
Q2 		$49.5M Buy
450,613
+366,861
+438% +$38.9M 0.03% 440
2022
Q1 		$9.61M Sell
83,752
-25
-0% -$2.79K ﹤0.01% 1223
2021
Q4 		$10.6M Sell
83,777
-141,006
-63% -$17.6M 0.01% 1157
2021
Q3 		$26.2M Sell
224,783
-86,209
-28% -$10M 0.01% 686
2021
Q2 		$32.5M Buy
310,992
+10,157
+3% +$1.02M 0.02% 598
2021
Q1 		$27.8M Buy
300,835
+58,054
+24% +$5.17M 0.02% 596
2020
Q4 		$20.9M Buy
242,781
+15,675
+7% +$1.34M 0.02% 603
2020
Q3 		$19.1M Buy
227,106
+12,852
+6% +$1M 0.02% 567
2020
Q2 		$15.3M Buy
214,254
+24,172
+13% +$1.75M 0.02% 620
2020
Q1 		$13.6M Buy
190,082
+17,138
+10% +$1.34M 0.02% 565
2019
Q4 		$13M Buy
172,944
+28,672
+20% +$2.09M 0.01% 692
2019
Q3 		$10.2M Buy
144,272
+30,104
+26% +$2.14M 0.01% 735
2019
Q2 		$7.75M Buy
114,168
+17,393
+18% +$1.15M 0.01% 835
2019
Q1 		$6.04M Buy
96,775
+10,868
+13% +$607K 0.01% 907
2018
Q4 		$4.37M Buy
+85,907
New +$4.6M 0.01% 949
2018
Q3 		– Sell
-377
Closed -$18K – 2502
2018
Q2 		$18K Sell
377
-66
-15% -$3.03K ﹤0.01% 2444
2018
Q1 		$20K Sell
443
-389
-47% -$18.6K ﹤0.01% 2375
2017
Q4 		$42K Buy
832
+411
+98% +$21.5K ﹤0.01% 2363
2017
Q3 		$22K Sell
421
-15,544
-97% -$830K ﹤0.01% 2477
2017
Q2 		$858K Sell
15,965
-126
-0.8% -$6.46K ﹤0.01% 1251
2017
Q1 		$808K Sell
16,091
-3,335
-17% -$170K ﹤0.01% 1310
2016
Q4 		$987K Sell
19,426
-1,748
-8% -$85.3K ﹤0.01% 1192
2016
Q3 		$1.02M Sell
21,174
-101
-0.5% -$4.89K ﹤0.01% 1243
2016
Q2 		$998K Sell
21,275
-356
-2% -$17K ﹤0.01% 1338
2016
Q1 		$1.02M Sell
21,631
-261
-1% -$11.2K ﹤0.01% 1304
2015
Q4 		$962K Buy
21,892
+2,019
+10% +$93.8K ﹤0.01% 1308
2015
Q3 		$929K Buy
19,873
+530
+3% +$24.2K ﹤0.01% 1310
2015
Q2 		$855K Buy
19,343
+78
+0.4% +$3.65K ﹤0.01% 1473
2015
Q1 		$907K Buy
19,265
+18,489
+2,383% +$849K ﹤0.01% 1326
2014
Q4 		$36K Buy
776
+592
+322% +$26.2K ﹤0.01% 1530
2014
Q3 		$8K Buy
184
+55
+43% +$2.38K ﹤0.01% 2200
2014
Q2 		$5K Sell
129
-114
-47% -$4.66K ﹤0.01% 2289
2014
Q1 		$10K Sell
243
-115
-32% -$4.72K ﹤0.01% 1890
2013
Q4 		$16K Sell
358
-2,209
-86% -$94.3K ﹤0.01% 1581
2013
Q3 		$104K Sell
2,567
-48,151
-95% -$1.92M ﹤0.01% 968
2013
Q2 		$1.92M Buy
+50,718
New +$1.96M 0.02% 285

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

Envestnet Asset Management's TRI Position: Q2 2026 in Review

Envestnet Asset Management reduced its Thomson Reuters (TRI) stake by 1.7% in Q2 2026, selling an estimated $501K and leaving 331,421 shares worth $27.1M. The position accounts for 0.01% of the portfolio, ranked #1224.

Envestnet Asset Management first reported a position in TRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $75.2M in Q2 2024. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Envestnet Asset Management held 331,421 shares of Thomson Reuters worth $27.1M as of Q2 2026.
  • Envestnet Asset Management sold 5,736 Thomson Reuters shares in Q2 2026, an estimated $501K.
  • Thomson Reuters made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1224 holding.
  • Envestnet Asset Management first reported a position in Thomson Reuters in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's Thomson Reuters position peaked at $75.2M in Q2 2024.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.