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EverSource Wealth Advisors’s Telus TU Stock Holding History

EverSource Wealth Advisors’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 		$47K Sell
4,449
-1,225
-22% -$14.9K ﹤0.01% 1812
2026
Q1 		$72.8K Sell
5,674
-3,186
-36% -$43.1K ﹤0.01% 1629
2025
Q4 		$117K Sell
8,860
-327
-4% -$4.61K ﹤0.01% 1234
2025
Q3 		$145K Buy
9,187
+489
+6% +$7.93K 0.01% 1081
2025
Q2 		$140K Buy
8,698
+3,510
+68% +$54.4K 0.01% 1032
2025
Q1 		$74.4K Buy
5,188
+448
+9% +$6.57K ﹤0.01% 1037
2024
Q4 		$64.3K Sell
4,740
-1,647
-26% -$25.4K ﹤0.01% 1075
2024
Q3 		$107K Buy
6,387
+370
+6% +$5.98K 0.01% 774
2024
Q2 		$97.1K Sell
6,017
-3,978
-40% -$64.1K 0.01% 814
2024
Q1 		$161K Sell
9,995
-4,147
-29% -$72.5K 0.01% 561
2023
Q4 		$252K Sell
14,142
-5,789
-29% -$100K 0.02% 383
2023
Q3 		$326K Buy
19,931
+7,993
+67% +$141K 0.03% 292
2023
Q2 		$232K Buy
11,938
+3,587
+43% +$72.2K 0.03% 370
2023
Q1 		$166K Buy
8,351
+247
+3% +$5.02K 0.02% 409
2022
Q4 		$156K Buy
8,104
+2,060
+34% +$42.5K 0.02% 389
2022
Q3 		$120K Buy
6,044
+2,001
+49% +$44.7K 0.03% 385
2022
Q2 		$90K Hold
4,043
– – 0.02% 407
2022
Q1 		$106K Buy
+4,043
New +$99.9K 0.03% 326

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

EverSource Wealth Advisors's TU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Telus (TU) stake by 22% in Q2 2026, selling an estimated $14.9K and leaving 4,449 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

EverSource Wealth Advisors first reported a position in TU in Q1 2022 and has held it in 18 quarters since. The position peaked at $326K in Q3 2023. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • EverSource Wealth Advisors held 4,449 shares of Telus worth $47K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,225 Telus shares in Q2 2026, an estimated $14.9K.
  • Telus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1812 holding.
  • EverSource Wealth Advisors first reported a position in Telus in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Telus position peaked at $326K in Q3 2023.
  • 290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.