True Wealth Design’s Thomson Reuters TRI Stock Holding History

True Wealth Design’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	$5.15K	Sell	63 -120	-66%	-$10.5K	﹤0.01%	1317
2026 Q1	$16.7K	Buy	183 +143	+358%	+$15.1K	﹤0.01%	786
2025 Q4	$5.41K	Buy	40 +11	+38%	+$1.59K	﹤0.01%	1058
2025 Q3	$4.5K	Buy	29 +22	+314%	+$4.1K	﹤0.01%	1117
2025 Q2	$1.41K	Buy	7 +2	+40%	+$381	﹤0.01%	1324
2025 Q1	$864	Hold	5	–	–	﹤0.01%	1322
2024 Q4	$802	Buy	5 +1	+25%	+$168	﹤0.01%	993
2024 Q3	$683	Hold	4	–	–	﹤0.01%	1042
2024 Q2	$675	Buy	4 +1	+33%	+$166	﹤0.01%	603
2024 Q1	$468	Hold	3	–	–	﹤0.01%	639
2023 Q4	$439	Buy	3 +2	+200%	+$270	﹤0.01%	498
2023 Q3	$123	Buy	+1	New	+$132	﹤0.01%	707
2023 Q2	–	Sell	-2	Closed	-$268	–	782
2023 Q1	$261	Buy	2 +1	+100%	+$127	﹤0.01%	677
2022 Q4	$114	Buy	+1	New	+$115	﹤0.01%	726

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

True Wealth Design's TRI Position: Q2 2026 in Review

True Wealth Design reduced its Thomson Reuters (TRI) stake by 66% in Q2 2026, selling an estimated $10.5K and leaving 63 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

True Wealth Design first reported a position in TRI in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.7K in Q1 2026. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

True Wealth Design held 63 shares of Thomson Reuters worth $5.15K as of Q2 2026.
True Wealth Design sold 120 Thomson Reuters shares in Q2 2026, an estimated $10.5K.
Thomson Reuters made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1317 holding.
True Wealth Design first reported a position in Thomson Reuters in Q4 2022 and has held it in 14 quarters since.
True Wealth Design's Thomson Reuters position peaked at $16.7K in Q1 2026.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.