Great Waters Wealth Management’s Thomson Reuters TRI Stock Holding History

Great Waters 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
2025 Q3	–	Sell	-1,056	Closed	-$216K	–	117
2025 Q2	$216K	Buy	+1,056	New	+$201K	0.03%	102
2023 Q4	–	Sell	-1,812	Closed	-$230K	–	98
2023 Q3	$230K	Buy	1,812 +5	+0.3%	+$659	0.05%	78
2023 Q2	$248K	Buy	1,807 +32	+2%	+$4.29K	0.05%	75
2023 Q1	$248K	Buy	1,775 +1	+0.1%	+$127	0.05%	75
2022 Q4	$220K	Buy	+1,774	New	+$204K	0.05%	82

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 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

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

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

LFC

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

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Great Waters Wealth Management's TRI Position: Q3 2025 in Review

Great Waters Wealth Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,056 shares — an estimated $216K sold.

Great Waters Wealth Management first reported a position in TRI in Q4 2022 and held it in 5 quarters. The position peaked at $248K in Q1 2023. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Great Waters Wealth Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Great Waters Wealth Management sold 1,056 Thomson Reuters shares in Q3 2025, an estimated $216K.
Great Waters Wealth Management first reported a position in Thomson Reuters in Q4 2022 and held it in 5 quarters.
Great Waters Wealth Management's Thomson Reuters position peaked at $248K in Q1 2023.
522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Great Waters Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.