WAU
TRI icon

Wellington-Altus USA’s Thomson Reuters TRI Stock Holding History

Wellington-Altus USA’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 		$22.2K Sell
235
-21
-8% -$1.83K 0.02% 482
2026
Q1 		$23.3K Sell
256
-211
-45% -$22.3K 0.01% 493
2025
Q4 		$75.7K Buy
+467
New +$67.6K 0.06% 238

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

Wellington-Altus USA's TRI Position: Q2 2026 in Review

Wellington-Altus USA reduced its Thomson Reuters (TRI) stake by 8.2% in Q2 2026, selling an estimated $1.83K and leaving 235 shares worth $22.2K. The position accounts for 0.02% of the portfolio, ranked #482.

Wellington-Altus USA first reported a position in TRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $75.7K in Q4 2025. 423 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Wellington-Altus USA held 235 shares of Thomson Reuters worth $22.2K as of Q2 2026.
  • Wellington-Altus USA sold 21 Thomson Reuters shares in Q2 2026, an estimated $1.83K.
  • Thomson Reuters made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #482 holding.
  • Wellington-Altus USA first reported a position in Thomson Reuters in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Thomson Reuters position peaked at $75.7K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.