Walsh & Associates’s Thomson Reuters TRI Stock Holding History

Walsh & Associates’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	–	Sell	-3	Closed	-$270	–	298
2026 Q1	$270	Buy	+3	New	+$316	﹤0.01%	258

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

Walsh & Associates's TRI Position: Q2 2026 in Review

Walsh & Associates sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 3 shares — an estimated $270 sold.

Walsh & Associates first reported a position in TRI in Q1 2026 and held it in 1 quarter. The position peaked at $270 in Q1 2026. 418 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Walsh & Associates reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 3 Thomson Reuters shares in Q2 2026, an estimated $270.
Walsh & Associates first reported a position in Thomson Reuters in Q1 2026 and held it in 1 quarter.
Walsh & Associates's Thomson Reuters position peaked at $270 in Q1 2026.
418 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.