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Shelton Capital Management’s Thomson Reuters TRI Stock Holding History

Shelton Capital 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 		$3.3M Sell
40,399
-7,850
-16% -$686K 0.06% 178
2026
Q1 		$4.41M Sell
48,249
-1,693
-3% -$179K 0.1% 157
2025
Q4 		$6.69M Buy
49,942
+987
+2% +$143K 0.13% 134
2025
Q3 		$7.72M Buy
+48,955
New +$9.13M 0.17% 123

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

Shelton Capital Management's TRI Position: Q2 2026 in Review

Shelton Capital Management reduced its Thomson Reuters (TRI) stake by 16% in Q2 2026, selling an estimated $686K and leaving 40,399 shares worth $3.3M. The position accounts for 0.06% of the portfolio, ranked #178.

Shelton Capital Management first reported a position in TRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.72M in Q3 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Shelton Capital Management held 40,399 shares of Thomson Reuters worth $3.3M as of Q2 2026.
  • Shelton Capital Management sold 7,850 Thomson Reuters shares in Q2 2026, an estimated $686K.
  • Thomson Reuters made up 0.06% of Shelton Capital Management's portfolio in Q2 2026, its #178 holding.
  • Shelton Capital Management first reported a position in Thomson Reuters in Q3 2025 and has held it in 4 quarters since.
  • Shelton Capital Management's Thomson Reuters position peaked at $7.72M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.