Glass Jacobson Investment Advisors’s Telus TU Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-3,600	Closed	-$48.8K	–	837
2025 Q1	$48.8K	Hold	3,600	–	–	0.02%	374
2024 Q4	$48.8K	Hold	3,600	–	–	0.02%	374
2024 Q3	$60.4K	Hold	3,600	–	–	0.02%	336
2024 Q2	$54.5K	Hold	3,600	–	–	0.02%	330
2024 Q1	$57.6K	Hold	3,600	–	–	0.02%	332
2023 Q4	$64K	Hold	3,600	–	–	0.03%	308
2023 Q3	$58.8K	Hold	3,600	–	–	0.03%	310
2023 Q2	$70.1K	Buy	+3,600	New	+$72.5K	0.03%	298
2022 Q4	$69.5K	Buy	+3,600	New	+$74.3K	0.03%	305

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Glass Jacobson Investment Advisors's TU Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Telus (TU) in Q2 2025, closing a stake of 3,600 shares — an estimated $48.8K sold.

Glass Jacobson Investment Advisors first reported a position in TU in Q4 2022 and held it in 9 quarters. The position peaked at $70.1K in Q2 2023. 302 funds tracked by Wall St. Rank hold TU as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Telus position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 3,600 Telus shares in Q2 2025, an estimated $48.8K.
Glass Jacobson Investment Advisors first reported a position in Telus in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Telus position peaked at $70.1K in Q2 2023.
302 funds tracked by Wall St. Rank held Telus as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.