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Heathbridge Capital Management’s Thomson Reuters TRI Stock Holding History

Heathbridge Capital 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 		$15.6M Buy
190,743
+61,569
+48% +$5.38M 5.32% 6
2026
Q1 		$11.8M Buy
+129,174
New +$13.6M 4.29% 10
2018
Q2 		– Sell
-498,104
Closed -$22.3M – 31
2018
Q1 		$22.3M Sell
498,104
-34,468
-6% -$1.65M 4.56% 15
2017
Q4 		$26.9M Buy
532,572
+10,513
+2% +$550K 5.24% 14
2017
Q3 		$27.8M Buy
522,059
+15,683
+3% +$837K 5.6% 11
2017
Q2 		$27.2M Buy
506,376
+2,154
+0.4% +$110K 5.85% 7
2017
Q1 		$25.3M Buy
504,222
+2,499
+0.5% +$128K 6.28% 10
2016
Q4 		$25.5M Sell
501,723
-6,032
-1% -$294K 6.01% 7
2016
Q3 		$24.4M Buy
507,755
+732
+0.1% +$35.4K 6.37% 6
2016
Q2 		$23.8M Sell
507,023
-23,240
-4% -$1.11M 6.63% 6
2016
Q1 		$25M Buy
530,263
+1,896
+0.4% +$81.5K 6.95% 4
2015
Q4 		$24.8M Buy
528,367
+2,732
+0.5% +$127K 6.76% 6
2015
Q3 		$32.7M Buy
525,635
+1,378
+0.3% +$62.8K 6.7% 5
2015
Q2 		$23.2M Buy
524,257
+3,878
+0.7% +$182K 5.96% 11
2015
Q1 		$24.5M Sell
520,379
-53,296
-9% -$2.45M 6.42% 7
2014
Q4 		$26.9M Buy
573,675
+1,551
+0.3% +$68.7K 6.8% 4
2014
Q3 		$24.2M Buy
572,124
+1,207
+0.2% +$52.2K 6.76% 7
2014
Q2 		$24.1M Buy
570,917
+13,528
+2% +$553K 6.14% 8
2014
Q1 		$22.1M Buy
557,389
+43,882
+9% +$1.8M 6.12% 7
2013
Q4 		$22.5M Buy
513,507
+2,758
+0.5% +$118K 6.59% 7
2013
Q3 		$21.4M Buy
510,749
+5,601
+1% +$223K 6.54% 6
2013
Q2 		$19.1M Buy
+505,148
New +$19.5M 6.73% 7

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

Heathbridge Capital Management's TRI Position: Q2 2026 in Review

Heathbridge Capital Management increased its Thomson Reuters (TRI) stake by 48% in Q2 2026, buying an estimated $5.38M and bringing the position to 190,743 shares worth $15.6M. The position accounts for 5.32% of the portfolio, ranked #6.

Heathbridge Capital Management first reported a position in TRI in Q2 2013 and has held it in 22 quarters since. The position peaked at $32.7M in Q3 2015. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Heathbridge Capital Management held 190,743 shares of Thomson Reuters worth $15.6M as of Q2 2026.
  • Heathbridge Capital Management bought 61,569 Thomson Reuters shares in Q2 2026, an estimated $5.38M.
  • Thomson Reuters made up 5.32% of Heathbridge Capital Management's portfolio in Q2 2026, its #6 holding.
  • Heathbridge Capital Management first reported a position in Thomson Reuters in Q2 2013 and has held it in 22 quarters since.
  • Heathbridge Capital Management's Thomson Reuters position peaked at $32.7M in Q3 2015.
  • 422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Heathbridge Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.