QP
TRI icon

Quilter Plc’s Thomson Reuters TRI Stock Holding History

Quilter Plc’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 		$470K Sell
4,061
-284
-7% -$24.8K 0.01% 111
2026
Q1 		$554K Sell
4,345
-138
-3% -$14.6K 0.01% 104
2025
Q4 		$601K Sell
4,483
-1,181
-21% -$171K 0.01% 104
2025
Q3 		$893K Hold
5,664
– – 0.02% 98
2025
Q2 		$1.16M Sell
5,664
-23
-0.4% -$4.38K 0.02% 92
2025
Q1 		$997K Buy
5,687
+1,457
+34% +$252K 0.02% 95
2024
Q4 		$689K Sell
4,230
-142
-3% -$23.9K 0.01% 102
2024
Q3 		$757K Sell
4,372
-380
-8% -$64.1K 0.02% 99
2024
Q2 		$814K Sell
4,752
-26
-0.5% -$4.31K 0.02% 98
2024
Q1 		$756K Buy
4,778
+380
+9% +$59.1K 0.02% 100
2023
Q4 		$649K Sell
4,398
-2,954
-40% -$399K 0.02% 92
2023
Q3 		$5.49M Buy
7,352
+882
+14% +$116K 0.02% 102
2023
Q2 		$4.92M Sell
6,470
-3,250
-33% -$436K 0.02% 106
2023
Q1 		$7.52M Buy
9,720
+237
+2% +$30.2K 0.03% 94
2022
Q4 		$1.14M Hold
9,483
– – 0.04% 85
2022
Q3 		$1.02M Buy
9,483
+46
+0.5% +$5.33K 0.04% 86
2022
Q2 		$1.04M Sell
9,437
-265
-3% -$28.1K 0.04% 87
2022
Q1 		$1.11M Sell
9,702
-1,318
-12% -$147K 0.03% 91
2021
Q4 		$1.39M Sell
11,020
-95
-0.9% -$11.8K 0.04% 87
2021
Q3 		$1.29M Sell
11,115
-132
-1% -$15.4K 0.04% 118
2021
Q2 		$1.18M Sell
11,247
-295
-3% -$29.6K 0.03% 123
2021
Q1 		$1.06M Sell
11,542
-173
-1% -$15.4K 0.03% 143
2020
Q4 		$1.01M Sell
11,715
-133
-1% -$11.4K 0.03% 121
2020
Q3 		$996K Sell
11,848
-380
-3% -$29.6K 0.04% 112
2020
Q2 		$875K Sell
12,228
-332
-3% -$24K 0.04% 112
2020
Q1 		$902K Buy
12,560
+27
+0.2% +$2.1K 0.06% 107
2019
Q4 		$945K Buy
+12,533
New +$913K 0.06% 118

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

Quilter Plc's TRI Position: Q2 2026 in Review

Quilter Plc reduced its Thomson Reuters (TRI) stake by 6.5% in Q2 2026, selling an estimated $24.8K and leaving 4,061 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #111.

Quilter Plc first reported a position in TRI in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.52M in Q1 2023. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Quilter Plc held 4,061 shares of Thomson Reuters worth $470K as of Q2 2026.
  • Quilter Plc sold 284 Thomson Reuters shares in Q2 2026, an estimated $24.8K.
  • Thomson Reuters made up 0.01% of Quilter Plc's portfolio in Q2 2026, its #111 holding.
  • Quilter Plc first reported a position in Thomson Reuters in Q4 2019 and has held it in 27 quarters since.
  • Quilter Plc's Thomson Reuters position peaked at $7.52M in Q1 2023.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.