Lido Advisors
TRI icon

Lido Advisors’s Thomson Reuters TRI Stock Holding History

Lido Advisors’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 		$2.41M Buy
29,462
+4,850
+20% +$424K 0.01% 734
2026
Q1 		$2.25M Sell
24,612
-20,489
-45% -$2.16M 0.01% 677
2025
Q4 		$6.58M Buy
45,101
+587
+1% +$85K 0.02% 394
2025
Q3 		$7.02M Buy
44,514
+21,925
+97% +$4.09M 0.02% 366
2025
Q2 		$4.61M Buy
22,589
+444
+2% +$84.6K 0.02% 392
2025
Q1 		$3.89M Buy
+22,145
New +$3.82M 0.02% 400
2024
Q4 		– Sell
-1,195
Closed -$207K – 1602
2024
Q3 		$207K Sell
1,195
-32
-3% -$5.4K ﹤0.01% 1327
2024
Q2 		$210K Buy
+1,227
New +$203K ﹤0.01% 1272
2023
Q3 		– Sell
-1,631
Closed -$224K – 1312
2023
Q2 		$224K Sell
1,631
-340
-17% -$45.6K ﹤0.01% 1067
2023
Q1 		$270K Sell
1,971
-107
-5% -$13.6K ﹤0.01% 902
2022
Q4 		$250K Sell
2,078
-487
-19% -$56.1K ﹤0.01% 844
2022
Q3 		$277K Sell
2,565
-194
-7% -$22.5K ﹤0.01% 781
2022
Q2 		$302K Sell
2,759
-1,495
-35% -$158K ﹤0.01% 744
2022
Q1 		$487K Sell
4,254
-699
-14% -$78K 0.01% 613
2021
Q4 		$624K Sell
4,953
-39
-0.8% -$4.86K 0.01% 544
2021
Q3 		$581K Buy
4,992
+100
+2% +$11.7K 0.01% 534
2021
Q2 		$512K Sell
4,892
-212
-4% -$21.2K 0.01% 538
2021
Q1 		$471K Sell
5,104
-3,492
-41% -$311K 0.01% 517
2020
Q4 		$741K Sell
8,596
-725
-8% -$62.1K 0.02% 379
2020
Q3 		$783K Sell
9,321
-343
-4% -$26.7K 0.02% 307
2020
Q2 		$692K Buy
9,664
+195
+2% +$14.1K 0.02% 295
2020
Q1 		$677K Buy
+9,469
New +$738K 0.03% 277
2019
Q4 		– Sell
-10,689
Closed -$753K – 685
2019
Q3 		$753K Buy
10,689
+840
+9% +$59.6K 0.04% 265
2019
Q2 		$669K Buy
9,849
+690
+8% +$45.7K 0.04% 249
2019
Q1 		$571K Buy
9,159
+3,826
+72% +$214K 0.04% 270
2018
Q4 		$271K Buy
+5,333
New +$286K 0.03% 339

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

Lido Advisors's TRI Position: Q2 2026 in Review

Lido Advisors increased its Thomson Reuters (TRI) stake by 20% in Q2 2026, buying an estimated $424K and bringing the position to 29,462 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #734.

Lido Advisors first reported a position in TRI in Q4 2018 and has held it in 26 quarters since. The position peaked at $7.02M in Q3 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Lido Advisors held 29,462 shares of Thomson Reuters worth $2.41M as of Q2 2026.
  • Lido Advisors bought 4,850 Thomson Reuters shares in Q2 2026, an estimated $424K.
  • Thomson Reuters made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #734 holding.
  • Lido Advisors first reported a position in Thomson Reuters in Q4 2018 and has held it in 26 quarters since.
  • Lido Advisors's Thomson Reuters position peaked at $7.02M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.