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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
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 $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

SHP Wealth Management's TRI Position: Q1 2026 in Review

SHP Wealth Management increased its Thomson Reuters (TRI) stake by 31% in Q1 2026, buying an estimated $422 and bringing the position to 17 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

SHP Wealth Management first reported a position in TRI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.72K in Q4 2025. 469 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • SHP Wealth Management held 17 shares of Thomson Reuters worth $1.53K as of Q1 2026.
  • SHP Wealth Management bought 4 Thomson Reuters shares in Q1 2026, an estimated $422.
  • Thomson Reuters made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1356 holding.
  • SHP Wealth Management first reported a position in Thomson Reuters in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Thomson Reuters position peaked at $1.72K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.