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Evelyn Partners Investment Management’s Thomson Reuters TRI Stock Holding History

Evelyn Partners Investment 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 		$531K Sell
5,808
-274
-5% -$28.9K 0.01% 160
2025
Q4 		$815K Sell
6,082
-276
-4% -$40K 0.02% 140
2025
Q3 		$1M Buy
6,358
+2
+0% +$373 0.03% 135
2025
Q2 		$1.3M Sell
6,356
-82
-1% -$15.6K 0.04% 124
2025
Q1 		$1.13M Sell
6,438
-179
-3% -$30.9K 0.04% 126
2024
Q4 		$1.08M Buy
+6,617
New +$1.11M 0.04% 124

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
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
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

Evelyn Partners Investment Management's TRI Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Thomson Reuters (TRI) stake by 4.5% in Q1 2026, selling an estimated $28.9K and leaving 5,808 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #160.

Evelyn Partners Investment Management first reported a position in TRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q2 2025. 468 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Evelyn Partners Investment Management held 5,808 shares of Thomson Reuters worth $531K as of Q1 2026.
  • Evelyn Partners Investment Management sold 274 Thomson Reuters shares in Q1 2026, an estimated $28.9K.
  • Thomson Reuters made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #160 holding.
  • Evelyn Partners Investment Management first reported a position in Thomson Reuters in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Thomson Reuters position peaked at $1.3M in Q2 2025.
  • 468 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.