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Montrusco Bolton Investments’s Telus TU Stock Holding History

Montrusco Bolton Investments’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
Q4 		– Sell
-475,273
Closed -$7.49M – 82
2025
Q3 		$7.49M Sell
475,273
-410,195
-46% -$6.65M 0.09% 66
2025
Q2 		$14.2M Sell
885,468
-284,295
-24% -$4.41M 0.16% 49
2025
Q1 		$16.8M Buy
1,169,763
+78,012
+7% +$1.14M 0.22% 42
2024
Q4 		$14.8M Buy
1,091,751
+234,652
+27% +$3.62M 0.18% 39
2024
Q3 		$14.4M Sell
857,099
-1,358,075
-61% -$21.9M 0.15% 42
2024
Q2 		$33.5M Sell
2,215,174
-60,310
-3% -$972K 0.35% 38
2024
Q1 		$36.4M Buy
2,275,484
+26,342
+1% +$461K 0.39% 38
2023
Q4 		$40.2M Buy
2,249,142
+566,076
+34% +$9.79M 0.5% 38
2023
Q3 		$27.6M Sell
1,683,066
-535,752
-24% -$9.44M 0.4% 42
2023
Q2 		$43.2M Sell
2,218,818
-23,898
-1% -$481K 0.67% 36
2023
Q1 		$44.5M Sell
2,242,716
-17,326
-0.8% -$352K 0.92% 37
2022
Q4 		$43.6M Sell
2,260,042
-25,153
-1% -$519K 1.01% 39
2022
Q3 		$45.6M Sell
2,285,195
-20,122
-0.9% -$449K 1.2% 36
2022
Q2 		$51.2M Sell
2,305,317
-86,117
-4% -$2.13M 1.36% 35
2022
Q1 		$62.5M Sell
2,391,434
-118,060
-5% -$2.92M 1.44% 34
2021
Q4 		$59.2M Sell
2,509,494
-205,816
-8% -$4.71M 1.4% 31
2021
Q3 		$59.7M Buy
2,715,310
+377,058
+16% +$8.5M 1.62% 24
2021
Q2 		$52.5M Sell
2,338,252
-875,217
-27% -$19M 1.58% 25
2021
Q1 		$64M Sell
3,213,469
-522,143
-14% -$10.8M 2.09% 19
2020
Q4 		$73.9M Sell
3,735,612
-300,658
-7% -$5.66M 3.25% 5
2020
Q3 		$70.8M Buy
4,036,270
+76,155
+2% +$1.35M 3.56% 4
2020
Q2 		$68.7M Sell
3,960,115
-1,142,729
-22% -$19M 3.93% 3
2020
Q1 		$79.8M Buy
5,102,844
+1,064,308
+26% +$19.7M 6.29% 2
2019
Q4 		$78.3M Sell
4,038,536
-36,954
-0.9% -$685K 4.51% 5
2019
Q3 		$72.6M Sell
4,075,490
-104,576
-3% -$1.9M 4.28% 6
2019
Q2 		$77.4M Buy
4,180,066
+1,176,896
+39% +$21.8M 5.03% 4
2019
Q1 		$55.1M Sell
3,003,170
-1,212,902
-29% -$21.4M 3.53% 7
2018
Q4 		$69.8M Buy
4,216,072
+5,994
+0.1% +$104K 4.71% 5
2018
Q3 		$77.5M Sell
4,210,078
-248,338
-6% -$4.55M 4.74% 5
2018
Q2 		$79.1M Buy
4,458,416
+69,650
+2% +$1.23M 5.46% 6
2018
Q1 		$77M Buy
4,388,766
+161,306
+4% +$2.94M 5.57% 6
2017
Q4 		$80.3M Sell
4,227,460
-196,852
-4% -$3.64M 4.39% 7
2017
Q3 		$79.4M Buy
4,424,312
+806,506
+22% +$14.4M 4.2% 8
2017
Q2 		$62.4M Sell
3,617,806
-328,092
-8% -$5.51M 3.43% 10
2017
Q1 		$63.9M Buy
3,945,898
+266,900
+7% +$4.38M 3.61% 9
2016
Q4 		$58.6M Sell
3,678,998
-2,313,662
-39% -$36.9M 3.23% 8
2016
Q3 		$98.7M Buy
5,992,660
+32,808
+0.6% +$542K 6.09% 5
2016
Q2 		$95.5M Buy
5,959,852
+3,825,660
+179% +$60.6M 6.09% 4
2016
Q1 		$34.9M Buy
2,134,192
+260,610
+14% +$3.75M 2.89% 9
2015
Q4 		$25.8M Sell
1,873,582
-1,529,052
-45% -$23.8M 2.23% 12
2015
Q3 		$53.4M Buy
3,402,634
+57,140
+2% +$950K 4.57% 3
2015
Q2 		$57.7M Sell
3,345,494
-339,062
-9% -$5.82M 4.27% 4
2015
Q1 		$61.2M Buy
3,684,556
+53,060
+1% +$918K 4.52% 3
2014
Q4 		$65.7M Buy
3,631,496
+45,040
+1% +$811K 4.72% 4
2014
Q3 		$61.4M Buy
3,586,456
+390,120
+12% +$6.96M 4.1% 7
2014
Q2 		$59.7M Buy
3,196,336
+199,004
+7% +$3.64M 3.74% 8
2014
Q1 		$53.8M Buy
2,997,332
+158,560
+6% +$2.73M 3.8% 4
2013
Q4 		$48.8M Buy
2,838,772
+82,680
+3% +$1.43M 3.44% 7
2013
Q3 		$45.8M Buy
2,756,092
+169,580
+7% +$2.64M 3.42% 8
2013
Q2 		$37.6M Buy
+2,586,512
New +$44.8M 3.03% 11

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Montrusco Bolton Investments's TU Position: Q4 2025 in Review

Montrusco Bolton Investments sold out of Telus (TU) in Q4 2025, closing a stake of 475,273 shares — an estimated $7.49M sold.

Montrusco Bolton Investments first reported a position in TU in Q2 2013 and held it in 50 quarters. The position peaked at $98.7M in Q3 2016. 304 funds tracked by Wall St. Rank hold TU as of Q4 2025.

  • Montrusco Bolton Investments reported no remaining Telus position as of Q4 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 475,273 Telus shares in Q4 2025, an estimated $7.49M.
  • Montrusco Bolton Investments first reported a position in Telus in Q2 2013 and held it in 50 quarters.
  • Montrusco Bolton Investments's Telus position peaked at $98.7M in Q3 2016.
  • 304 funds tracked by Wall St. Rank held Telus as of Q4 2025.

Based on Montrusco Bolton Investments's 13F filing for Q4 2025, filed 29 Jan 2026.