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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
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 $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

Measured Wealth Private Client Group's TRI Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Thomson Reuters (TRI) stake by 0.69% in Q2 2026, selling an estimated $87 and leaving 143 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Measured Wealth Private Client Group first reported a position in TRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.7K in Q3 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Measured Wealth Private Client Group held 143 shares of Thomson Reuters worth $11.7K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1 Thomson Reuters share in Q2 2026, an estimated $87.
  • Thomson Reuters made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #561 holding.
  • Measured Wealth Private Client Group first reported a position in Thomson Reuters in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Thomson Reuters position peaked at $22.7K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.