Iron Horse Wealth Management’s Thomson Reuters TRI Stock Holding History

Iron Horse 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 Q2	$3.42K	Sell	17 -6	-26%	-$1.14K	﹤0.01%	418
2025 Q1	$3.97K	Buy	23 +6	+35%	+$1.04K	﹤0.01%	393
2024 Q4	$2.73K	Hold	17	–	–	﹤0.01%	359
2024 Q3	$2.9K	Hold	17	–	–	﹤0.01%	347
2024 Q2	$2.87K	Hold	17	–	–	﹤0.01%	328
2024 Q1	$2.65K	Hold	17	–	–	﹤0.01%	315
2023 Q4	$2.49K	Hold	17	–	–	﹤0.01%	339
2023 Q3	$2.08K	Buy	+17	New	+$2.24K	﹤0.01%	357

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

SFC

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

Iron Horse Wealth Management's TRI Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Thomson Reuters (TRI) stake by 26% in Q2 2025, selling an estimated $1.14K and leaving 17 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Iron Horse Wealth Management first reported a position in TRI in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.97K in Q1 2025. 535 funds tracked by Wall St. Rank hold TRI as of Q2 2025.

Iron Horse Wealth Management held 17 shares of Thomson Reuters worth $3.42K as of Q2 2025.
Iron Horse Wealth Management sold 6 Thomson Reuters shares in Q2 2025, an estimated $1.14K.
Thomson Reuters made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #418 holding.
Iron Horse Wealth Management first reported a position in Thomson Reuters in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's Thomson Reuters position peaked at $3.97K in Q1 2025.
535 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.