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SHP Wealth Management’s Thomson Reuters TRI Stock Holding History

SHP 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 		$898 Sell
11
-6
-35% -$524 ﹤0.01% 1623
2026
Q1 		$1.53K Buy
17
+4
+31% +$422 ﹤0.01% 1356
2025
Q4 		$1.72K Buy
+13
New +$1.88K ﹤0.01% 1159

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

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

SHP Wealth Management reduced its Thomson Reuters (TRI) stake by 35% in Q2 2026, selling an estimated $524 and leaving 11 shares worth $898. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

SHP Wealth Management first reported a position in TRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72K in Q4 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • SHP Wealth Management held 11 shares of Thomson Reuters worth $898 as of Q2 2026.
  • SHP Wealth Management sold 6 Thomson Reuters shares in Q2 2026, an estimated $524.
  • Thomson Reuters made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1623 holding.
  • SHP Wealth Management first reported a position in Thomson Reuters in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Thomson Reuters position peaked at $1.72K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.