Envestnet Portfolio Solutions’s Thomson Reuters TRI Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q4	–	Sell	-1,455	Closed	-$230K	–	1550
2025 Q3	$230K	Sell	1,455 -1,687	-54%	-$315K	﹤0.01%	1371
2025 Q2	$642K	Sell	3,142 -58	-2%	-$11K	﹤0.01%	981
2025 Q1	$561K	Sell	3,200 -2,326	-42%	-$402K	﹤0.01%	997
2024 Q4	$900K	Sell	5,526 -109	-2%	-$18.4K	﹤0.01%	974
2024 Q3	$977K	Sell	5,635 -5,771	-51%	-$974K	﹤0.01%	903
2024 Q2	$1.95M	Sell	11,406 -1,383	-11%	-$229K	0.01%	649
2024 Q1	$2.02M	Buy	12,789 +10	+0.1%	+$1.56K	0.01%	635
2023 Q4	$1.9M	Buy	12,779 +99	+0.8%	+$13.4K	0.01%	609
2023 Q3	$1.58M	Buy	+12,680	New	+$1.67M	0.01%	619

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

TFHU

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

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Envestnet Portfolio Solutions's TRI Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,455 shares — an estimated $230K sold.

Envestnet Portfolio Solutions first reported a position in TRI in Q3 2023 and held it in 9 quarters. The position peaked at $2.02M in Q1 2024. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,455 Thomson Reuters shares in Q4 2025, an estimated $230K.
Envestnet Portfolio Solutions first reported a position in Thomson Reuters in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Thomson Reuters position peaked at $2.02M in Q1 2024.
504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.