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Strategic Wealth Partners’s Thomson Reuters TRI Stock Holding History

Strategic Wealth Partners’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 		$490 Sell
6
-1
-14% -$87 ﹤0.01% 1335
2026
Q1 		$630 Hold
7
– – ﹤0.01% 1301
2025
Q4 		$923 Hold
7
– – ﹤0.01% 1292
2025
Q3 		$1.09K Hold
7
– – ﹤0.01% 1209
2025
Q2 		$1.41K Buy
+7
New +$1.33K ﹤0.01% 1026

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

Strategic Wealth Partners's TRI Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Thomson Reuters (TRI) stake by 14% in Q2 2026, selling an estimated $87 and leaving 6 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Strategic Wealth Partners first reported a position in TRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.41K in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Strategic Wealth Partners held 6 shares of Thomson Reuters worth $490 as of Q2 2026.
  • Strategic Wealth Partners sold 1 Thomson Reuters share in Q2 2026, an estimated $87.
  • Thomson Reuters made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1335 holding.
  • Strategic Wealth Partners first reported a position in Thomson Reuters in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Thomson Reuters position peaked at $1.41K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.