NewEdge Advisors
TRI icon

NewEdge Advisors’s Thomson Reuters TRI Stock Holding History

NewEdge 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
Q3 		$432K Sell
4,438
-783
-15% -$77.5K ﹤0.01% 2310
2026
Q2 		$426K Buy
5,221
+23
+0.4% +$2.01K ﹤0.01% 2241
2026
Q1 		$475K Buy
5,198
+461
+10% +$48.6K ﹤0.01% 2034
2025
Q4 		$635K Sell
4,737
-493
-9% -$71.4K ﹤0.01% 1790
2025
Q3 		$825K Sell
5,230
-47
-0.9% -$8.77K ﹤0.01% 1512
2025
Q2 		$1.08M Sell
5,277
-379
-7% -$72.2K 0.01% 1242
2025
Q1 		$993K Sell
5,656
-499
-8% -$86.1K 0.01% 1188
2024
Q4 		$1M Buy
6,155
+2,296
+59% +$387K 0.01% 1163
2024
Q3 		$669K Buy
3,859
+308
+9% +$52K ﹤0.01% 1302
2024
Q2 		$608K Buy
3,551
+101
+3% +$16.7K ﹤0.01% 1303
2024
Q1 		$546K Sell
3,450
-107
-3% -$16.6K ﹤0.01% 1297
2023
Q4 		$541K Buy
3,557
+320
+10% +$43.2K 0.01% 1243
2023
Q3 		$402K Sell
3,237
-5,977
-65% -$788K ﹤0.01% 1282
2023
Q2 		$1.26M Buy
9,214
+6,645
+259% +$892K 0.01% 761
2023
Q1 		$352K Sell
2,569
-117
-4% -$14.9K ﹤0.01% 1300
2022
Q4 		$315K Buy
+2,686
New +$310K 0.01% 983
2017
Q3 		– Sell
-18
Closed -$958 – 1056
2017
Q2 		$958 Buy
+18
New +$922 ﹤0.01% 1353

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

NewEdge Advisors's TRI Position: Q3 2026 in Review

NewEdge Advisors reduced its Thomson Reuters (TRI) stake by 15% in Q3 2026, selling an estimated $77.5K and leaving 4,438 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

NewEdge Advisors first reported a position in TRI in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.26M in Q2 2023. 402 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • NewEdge Advisors held 4,438 shares of Thomson Reuters worth $432K as of Q3 2026.
  • NewEdge Advisors sold 783 Thomson Reuters shares in Q3 2026, an estimated $77.5K.
  • Thomson Reuters made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2310 holding.
  • NewEdge Advisors first reported a position in Thomson Reuters in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's Thomson Reuters position peaked at $1.26M in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.