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Wealth Enhancement Trust Services’s Thomson Reuters TRI Stock Holding History

Wealth Enhancement Trust Services’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
-2,008
Closed -$183K – 1555
2026
Q1 		$183K Buy
+2,008
New +$212K 0.02% 290

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TFHU
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Bank of Montreal
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TD Asset Management
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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

Wealth Enhancement Trust Services's TRI Position: Q2 2026 in Review

Wealth Enhancement Trust Services sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 2,008 shares — an estimated $183K sold.

Wealth Enhancement Trust Services first reported a position in TRI in Q1 2026 and held it in 1 quarter. The position peaked at $183K in Q1 2026. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Wealth Enhancement Trust Services reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 2,008 Thomson Reuters shares in Q2 2026, an estimated $183K.
  • Wealth Enhancement Trust Services first reported a position in Thomson Reuters in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Thomson Reuters position peaked at $183K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.