Groesbeck Investment Management’s Telus TU Stock Holding History

Groesbeck Investment 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
2025 Q2	–	Sell	-24,420	Closed	-$350K	–	87
2025 Q1	$350K	Hold	24,420	–	–	0.49%	64
2024 Q4	$331K	Buy	+24,420	New	+$377K	0.43%	68
2024 Q2	–	Sell	-24,420	Closed	-$391K	–	96
2024 Q1	$391K	Buy	+24,420	New	+$427K	0.42%	72
2022 Q2	–	Sell	-24,420	Closed	-$638K	–	106
2022 Q1	$638K	Buy	+24,420	New	+$603K	0.71%	50
2021 Q4	–	Sell	-24,420	Closed	-$536K	–	108
2021 Q3	$536K	Buy	+24,420	New	+$551K	0.62%	61
2016 Q4	–	Sell	-24,420	Closed	-$403K	–	105
2016 Q3	$403K	Buy	+24,420	New	+$404K	0.3%	79

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

Groesbeck Investment Management's TU Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Telus (TU) in Q2 2025, closing a stake of 24,420 shares — an estimated $350K sold.

Groesbeck Investment Management first reported a position in TU in Q3 2016 and held it in 6 quarters. The position peaked at $638K in Q1 2022. 301 funds tracked by Wall St. Rank hold TU as of Q2 2025.

Groesbeck Investment Management reported no remaining Telus position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 24,420 Telus shares in Q2 2025, an estimated $350K.
Groesbeck Investment Management first reported a position in Telus in Q3 2016 and held it in 6 quarters.
Groesbeck Investment Management's Telus position peaked at $638K in Q1 2022.
301 funds tracked by Wall St. Rank held Telus as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.