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Burkett Asset Management’s Telus TU Stock Holding History

Burkett Asset Management’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 		$264K Buy
25,000
+11,495
+85% +$140K 0.25% 50
2026
Q1 		$173K Sell
13,505
-6,695
-33% -$90.6K 0.17% 61
2025
Q4 		$267K Buy
+20,200
New +$284K 0.27% 51

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

Burkett Asset Management's TU Position: Q2 2026 in Review

Burkett Asset Management increased its Telus (TU) stake by 85% in Q2 2026, buying an estimated $140K and bringing the position to 25,000 shares worth $264K. The position accounts for 0.25% of the portfolio, ranked #50.

Burkett Asset Management first reported a position in TU in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Burkett Asset Management held 25,000 shares of Telus worth $264K as of Q2 2026.
  • Burkett Asset Management bought 11,495 Telus shares in Q2 2026, an estimated $140K.
  • Telus made up 0.25% of Burkett Asset Management's portfolio in Q2 2026, its #50 holding.
  • Burkett Asset Management first reported a position in Telus in Q4 2025 and has held it in 3 quarters since.
  • Burkett Asset Management's Telus position peaked at $267K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.