Meridian Wealth Management’s Thomson Reuters TRI Stock Holding History

Meridian 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
2026 Q2	–	Sell	-2,892	Closed	-$264K	–	866
2026 Q1	$264K	Sell	2,892 -22,472	-89%	-$2.37M	0.01%	668
2025 Q4	$3.4M	Buy	25,364 +224	+0.9%	+$32.4K	0.12%	156
2025 Q3	$3.97M	Sell	25,140 -701	-3%	-$131K	0.15%	131
2025 Q2	$5.28M	Sell	25,841 -188	-0.7%	-$35.8K	0.23%	99
2025 Q1	$4.57M	Sell	26,029 -20	-0.1%	-$3.45K	0.22%	99
2024 Q4	$4.24M	Buy	26,049 +43	+0.2%	+$7.24K	0.2%	107
2024 Q3	$4.51M	Buy	+26,006	New	+$4.39M	0.22%	101
2024 Q1	–	Sell	-23,817	Closed	-$3.54M	–	516
2023 Q4	$3.54M	Buy	+23,817	New	+$3.22M	0.23%	96

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Meridian Wealth Management's TRI Position: Q2 2026 in Review

Meridian Wealth Management sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 2,892 shares — an estimated $264K sold.

Meridian Wealth Management first reported a position in TRI in Q4 2023 and held it in 8 quarters. The position peaked at $5.28M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Meridian Wealth Management reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Meridian Wealth Management sold 2,892 Thomson Reuters shares in Q2 2026, an estimated $264K.
Meridian Wealth Management first reported a position in Thomson Reuters in Q4 2023 and held it in 8 quarters.
Meridian Wealth Management's Thomson Reuters position peaked at $5.28M in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.