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Morningstar Investment Management’s Telus TU Stock Holding History

Morningstar 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
2026
Q1 		– Sell
-224,443
Closed -$2.96M – 369
2025
Q4 		$2.96M Sell
224,443
-94,508
-30% -$1.33M 0.17% 127
2025
Q3 		$5.03M Buy
+318,951
New +$5.17M 0.18% 144

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 $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morningstar Investment Management's TU Position: Q1 2026 in Review

Morningstar Investment Management sold out of Telus (TU) in Q1 2026, closing a stake of 224,443 shares — an estimated $2.96M sold.

Morningstar Investment Management first reported a position in TU in Q3 2025 and held it in 2 quarters. The position peaked at $5.03M in Q3 2025. 290 funds tracked by Wall St. Rank hold TU as of Q1 2026.

  • Morningstar Investment Management reported no remaining Telus position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 224,443 Telus shares in Q1 2026, an estimated $2.96M.
  • Morningstar Investment Management first reported a position in Telus in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Telus position peaked at $5.03M in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Telus as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.