Measured Wealth Private Client Group
TRI icon

Measured Wealth Private Client Group’s Thomson Reuters TRI Stock Holding History

Measured Wealth Private Client Group’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
Q3 		$13.9K Hold
143
– – ﹤0.01% 522
2026
Q2 		$11.7K Sell
143
-1
-0.7% -$87 ﹤0.01% 561
2026
Q1 		$13.2K Hold
144
– – ﹤0.01% 539
2025
Q4 		$19.3K Hold
144
– – 0.01% 486
2025
Q3 		$22.7K Buy
+144
New +$26.9K 0.01% 450

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $30.1B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $766M AUM 17.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Measured Wealth Private Client Group's TRI Position: Q3 2026 in Review

Measured Wealth Private Client Group held its Thomson Reuters (TRI) position steady in Q3 2026 at 143 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Measured Wealth Private Client Group first reported a position in TRI in Q3 2025 and has held it in 5 quarters since. The position peaked at $22.7K in Q3 2025. 406 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Measured Wealth Private Client Group held 143 shares of Thomson Reuters worth $13.9K as of Q3 2026.
  • Measured Wealth Private Client Group left its Thomson Reuters share count unchanged in Q3 2026.
  • Thomson Reuters made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #522 holding.
  • Measured Wealth Private Client Group first reported a position in Thomson Reuters in Q3 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Thomson Reuters position peaked at $22.7K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.