Envestnet Asset Management
TU icon

Envestnet Asset Management’s Telus TU Stock Holding History

Envestnet 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 		– Sell
-493,625
Closed -$6.33M – 4958
2026
Q1 		$6.33M Buy
493,625
+157,655
+47% +$2.13M ﹤0.01% 2152
2025
Q4 		$4.43M Sell
335,970
-245,024
-42% -$3.45M ﹤0.01% 2265
2025
Q3 		$9.16M Buy
580,994
+31,982
+6% +$519K ﹤0.01% 1823
2025
Q2 		$8.82M Buy
549,012
+74,958
+16% +$1.16M ﹤0.01% 1804
2025
Q1 		$6.8M Buy
474,054
+75,452
+19% +$1.11M ﹤0.01% 1914
2024
Q4 		$5.4M Sell
398,602
-75,339
-16% -$1.16M ﹤0.01% 2047
2024
Q3 		$7.95M Sell
473,941
-11,456
-2% -$185K ﹤0.01% 1795
2024
Q2 		$7.35M Buy
485,397
+61,952
+15% +$998K ﹤0.01% 1760
2024
Q1 		$6.78M Sell
423,445
-195,648
-32% -$3.42M ﹤0.01% 1769
2023
Q4 		$11M Sell
619,093
-69,611
-10% -$1.2M ﹤0.01% 1377
2023
Q3 		$11.3M Buy
688,704
+101,933
+17% +$1.8M 0.01% 1294
2023
Q2 		$11.4M Buy
586,771
+39,636
+7% +$798K 0.01% 1217
2023
Q1 		$10.9M Buy
547,135
+34,463
+7% +$701K 0.01% 1195
2022
Q4 		$9.9M Buy
512,672
+61,551
+14% +$1.27M 0.01% 1196
2022
Q3 		$8.96M Buy
451,121
+86,607
+24% +$1.93M 0.01% 1183
2022
Q2 		$8.12M Buy
364,514
+9,100
+3% +$225K ﹤0.01% 1263
2022
Q1 		$9.29M Buy
355,414
+12,921
+4% +$319K ﹤0.01% 1250
2021
Q4 		$8.07M Buy
342,493
+52,438
+18% +$1.2M ﹤0.01% 1309
2021
Q3 		$6.37M Buy
290,055
+23,020
+9% +$519K ﹤0.01% 1389
2021
Q2 		$5.99M Buy
267,035
+3,650
+1% +$79.1K ﹤0.01% 1406
2021
Q1 		$5.25M Buy
263,385
+115,957
+79% +$2.41M ﹤0.01% 1387
2020
Q4 		$2.92M Buy
147,428
+22,418
+18% +$422K ﹤0.01% 1540
2020
Q3 		$2.2M Buy
125,010
+21,869
+21% +$388K ﹤0.01% 1568
2020
Q2 		$1.73M Sell
103,141
-11,449
-10% -$191K ﹤0.01% 1659
2020
Q1 		$1.8M Buy
114,590
+15,956
+16% +$296K ﹤0.01% 1472
2019
Q4 		$1.91M Sell
98,634
-6,566
-6% -$122K ﹤0.01% 1631
2019
Q3 		$1.87M Sell
105,200
-438
-0.4% -$7.97K ﹤0.01% 1581
2019
Q2 		$1.95M Buy
105,638
+31,298
+42% +$579K ﹤0.01% 1567
2019
Q1 		$1.38M Buy
74,340
+1,794
+2% +$31.7K ﹤0.01% 1689
2018
Q4 		$1.2M Buy
+72,546
New +$1.26M ﹤0.01% 1625
2018
Q3 		– Sell
-33,438
Closed -$594K – 2523
2018
Q2 		$594K Sell
33,438
-480
-1% -$8.49K ﹤0.01% 1249
2018
Q1 		$596K Buy
33,918
+4,086
+14% +$74.6K ﹤0.01% 1141
2017
Q4 		$565K Buy
29,832
+164
+0.6% +$3.04K ﹤0.01% 1427
2017
Q3 		$533K Sell
29,668
-352
-1% -$6.3K ﹤0.01% 1432
2017
Q2 		$519K Sell
30,020
-5,682
-16% -$95.3K ﹤0.01% 1468
2017
Q1 		$581K Sell
35,702
-2,734
-7% -$44.8K ﹤0.01% 1447
2016
Q4 		$612K Buy
38,436
+4,914
+15% +$78.3K ﹤0.01% 1412
2016
Q3 		$553K Sell
33,522
-1,960
-6% -$32.4K ﹤0.01% 1513
2016
Q2 		$571K Buy
35,482
+3,308
+10% +$52.4K ﹤0.01% 1588
2016
Q1 		$523K Buy
32,174
+22,216
+223% +$320K ﹤0.01% 1615
2015
Q4 		$138K Sell
9,958
-10,576
-52% -$165K ﹤0.01% 2230
2015
Q3 		$324K Sell
20,534
-5,496
-21% -$91.4K ﹤0.01% 1800
2015
Q2 		$448K Buy
26,030
+628
+2% +$10.8K ﹤0.01% 1772
2015
Q1 		$422K Buy
25,402
+25,110
+8,599% +$434K ﹤0.01% 1626
2014
Q4 		$5K Buy
292
+200
+217% +$3.6K ﹤0.01% 2158
2014
Q3 		$2K Hold
92
– – ﹤0.01% 2537
2014
Q2 		$2K Hold
92
– – ﹤0.01% 2520
2014
Q1 		$2K Hold
92
– – ﹤0.01% 2325
2013
Q4 		$2K Hold
92
– – ﹤0.01% 2266
2013
Q3 		$2K Sell
92
-1,182
-93% -$18.4K ﹤0.01% 2194
2013
Q2 		$19K Buy
+1,274
New +$22.1K ﹤0.01% 1455

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

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

Envestnet Asset Management sold out of Telus (TU) in Q2 2026, closing a stake of 493,625 shares — an estimated $6.33M sold.

Envestnet Asset Management first reported a position in TU in Q2 2013 and held it in 51 quarters. The position peaked at $11.4M in Q2 2023. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Envestnet Asset Management reported no remaining Telus position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 493,625 Telus shares in Q2 2026, an estimated $6.33M.
  • Envestnet Asset Management first reported a position in Telus in Q2 2013 and held it in 51 quarters.
  • Envestnet Asset Management's Telus position peaked at $11.4M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.