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Nicola Wealth Management’s Telus TU Stock Holding History

Nicola Wealth 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
Q2 		– Sell
-1,223,219
Closed -$15.7M – 66
2026
Q1 		$15.7M Hold
1,223,219
– – 1.89% 24
2025
Q4 		$16.1M Sell
1,223,219
-902,200
-42% -$12.7M 1.47% 24
2025
Q3 		$33.5M Buy
2,125,419
+72,000
+4% +$1.17M 2.98% 5
2025
Q2 		$33M Buy
2,053,419
+960,300
+88% +$14.9M 3.09% 4
2025
Q1 		$15.7M Hold
1,093,119
– – 1.53% 26
2024
Q4 		$21.3M Buy
1,093,119
+32,300
+3% +$498K 2.02% 18
2024
Q3 		$24.1M Buy
1,060,819
+279,000
+36% +$4.51M 1.91% 13
2024
Q2 		$16.2M Hold
781,819
– – 1.45% 26
2024
Q1 		$16.9M Hold
781,819
– – 1.64% 24
2023
Q4 		$18.4M Sell
781,819
-134,681
-15% -$2.33M 1.93% 18
2023
Q3 		$20.3M Buy
916,500
+137,800
+18% +$2.43M 2.19% 11
2023
Q2 		$15.2M Buy
778,700
+75,700
+11% +$1.52M 1.49% 25
2023
Q1 		$13.9M Buy
703,000
+388,000
+123% +$7.89M 1.38% 24
2022
Q4 		$6.07M Buy
315,000
+44,600
+16% +$921K 0.62% 46
2022
Q3 		$5.41M Buy
270,400
+16,000
+6% +$357K 0.59% 57
2022
Q2 		$5.67M Buy
254,400
+60,300
+31% +$1.49M 0.54% 58
2022
Q1 		$5.07M Sell
194,100
-2,800
-1% -$69.2K 0.45% 70
2021
Q4 		$4.64M Buy
196,900
+126,900
+181% +$2.9M 0.44% 80
2021
Q3 		$1.53M Hold
70,000
– – 0.16% 98
2021
Q2 		$1.57M Hold
70,000
– – 0.16% 101
2021
Q1 		$1.39M Sell
70,000
-301,000
-81% -$6.25M 0.16% 102
2020
Q4 		$7.34M Sell
371,000
-120,000
-24% -$2.26M 0.91% 48
2020
Q3 		$8.64M Hold
491,000
– – 1.23% 31
2020
Q2 		$8.23M Hold
491,000
– – 1.14% 33
2020
Q1 		$10.9M Buy
491,000
+305,000
+164% +$5.65M 1.64% 20
2019
Q4 		$4.68M Buy
+186,000
New +$3.45M 0.7% 65

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

Nicola Wealth Management's TU Position: Q2 2026 in Review

Nicola Wealth Management sold out of Telus (TU) in Q2 2026, closing a stake of 1,223,219 shares — an estimated $15.7M sold.

Nicola Wealth Management first reported a position in TU in Q4 2019 and held it in 26 quarters. The position peaked at $33.5M in Q3 2025. 289 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Nicola Wealth Management reported no remaining Telus position as of Q2 2026 after selling out during the quarter.
  • Nicola Wealth Management sold 1,223,219 Telus shares in Q2 2026, an estimated $15.7M.
  • Nicola Wealth Management first reported a position in Telus in Q4 2019 and held it in 26 quarters.
  • Nicola Wealth Management's Telus position peaked at $33.5M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.