Physician Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Physician Wealth 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	$89K	Sell	1,090 -2	-0.2%	-$175	0.01%	329
2026 Q1	$99.8K	Buy	1,092 +28	+3%	+$2.95K	0.01%	284
2025 Q4	$143K	Hold	1,064	–	–	0.02%	235
2025 Q3	$168K	Sell	1,064 -3	-0.3%	-$560	0.02%	217
2025 Q2	$218K	Buy	1,067 +3	+0.3%	+$571	0.03%	171
2025 Q1	$187K	Hold	1,064	–	–	0.03%	190
2024 Q4	$173K	Buy	+1,064	New	+$179K	0.03%	197
2021 Q4	–	Sell	-1,706	Closed	-$209K	–	164
2021 Q3	$209K	Buy	+1,706	New	+$199K	0.06%	152

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

Physician Wealth Advisors's TRI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Thomson Reuters (TRI) stake by 0.18% in Q2 2026, selling an estimated $175 and leaving 1,090 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #329.

Physician Wealth Advisors first reported a position in TRI in Q3 2021 and has held it in 8 quarters since. The position peaked at $218K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Physician Wealth Advisors held 1,090 shares of Thomson Reuters worth $89K as of Q2 2026.
Physician Wealth Advisors sold 2 Thomson Reuters shares in Q2 2026, an estimated $175.
Thomson Reuters made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #329 holding.
Physician Wealth Advisors first reported a position in Thomson Reuters in Q3 2021 and has held it in 8 quarters since.
Physician Wealth Advisors's Thomson Reuters position peaked at $218K in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.