Vise Technologies’s Thomson Reuters TRI Stock Holding History

Vise Technologies’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	$857K	Hold	6,401	–	–	0.02%	638
2025 Q4	$857K	Sell	6,401 -1,775	-22%	-$257K	0.02%	643
2025 Q3	$1.29M	Sell	8,176 -435	-5%	-$81.2K	0.05%	367
2025 Q2	$1.76M	Buy	+8,611	New	+$1.64M	0.07%	293
2024 Q4	$1.15M	Buy	7,080 +1,297	+22%	+$218K	0.1%	215
2024 Q3	$1M	Buy	5,783 +435	+8%	+$73.4K	0.13%	159
2024 Q2	$916K	Sell	5,348 -147	-3%	-$24.4K	0.16%	132
2024 Q1	$870K	Buy	5,495 +151	+3%	+$23.5K	0.17%	126
2023 Q4	$794K	Buy	5,344 +105	+2%	+$14.2K	0.17%	129
2023 Q3	$651K	Buy	5,239 +127	+2%	+$16.7K	0.16%	137
2023 Q2	$701K	Buy	5,112 +1,357	+36%	+$182K	0.17%	130
2023 Q1	$515K	Sell	3,755 -381	-9%	-$48.6K	0.14%	162
2022 Q4	$497K	Sell	4,136 -735	-15%	-$84.7K	0.16%	149
2022 Q3	$527K	Buy	4,871 +785	+19%	+$91K	0.2%	116
2022 Q2	$449K	Buy	4,086 +1,498	+58%	+$159K	0.17%	141
2022 Q1	$297K	Buy	+2,588	New	+$289K	0.11%	168

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return