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Beverly Hills Private Wealth’s Telus TU Stock Holding History

Beverly Hills Private Wealth’s Portfolio TU Stock Details TU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,271
Closed -$145K – 358
2026
Q1 		$145K Buy
+11,271
New +$153K 0.02% 338
2025
Q4 		– Sell
-11,077
Closed -$175K – 356
2025
Q3 		$175K Sell
11,077
-439
-4% -$7.12K 0.03% 332
2025
Q2 		$185K Sell
11,516
-11,111
-49% -$172K 0.03% 330
2025
Q1 		$324K Buy
22,627
+1,135
+5% +$16.6K 0.06% 244
2024
Q4 		$291K Buy
21,492
+1,901
+10% +$29.3K 0.06% 260
2024
Q3 		$329K Sell
19,591
-4,341
-18% -$70.1K 0.07% 256
2024
Q2 		$362K Sell
23,932
-268
-1% -$4.32K 0.08% 241
2024
Q1 		$387K Buy
24,200
+8,532
+54% +$149K 0.09% 235
2023
Q4 		$279K Sell
15,668
-2,273
-13% -$39.3K 0.07% 266
2023
Q3 		$293K Sell
17,941
-18,458
-51% -$325K 0.09% 230
2023
Q2 		$625K Buy
36,399
+18,834
+107% +$379K 0.1% 209
2023
Q1 		$349K Buy
17,565
+6,320
+56% +$129K 0.11% 204
2022
Q4 		$217K Buy
+11,245
New +$232K 0.09% 212

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's TU Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Telus (TU) in Q2 2026, closing a stake of 11,271 shares — an estimated $145K sold.

Beverly Hills Private Wealth first reported a position in TU in Q4 2022 and held it in 13 quarters. The position peaked at $625K in Q2 2023. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Telus position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 11,271 Telus shares in Q2 2026, an estimated $145K.
  • Beverly Hills Private Wealth first reported a position in Telus in Q4 2022 and held it in 13 quarters.
  • Beverly Hills Private Wealth's Telus position peaked at $625K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.