Orion Portfolio Solutions’s Telus TU Stock Holding History

Orion Portfolio Solutions’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 Q1	$500K	Buy	34,851 +21,942	+170%	+$322K	﹤0.01%	1424
2024 Q4	$175K	Sell	12,909 -2,361	-15%	-$36.4K	﹤0.01%	1765
2024 Q3	$256K	Buy	15,270 +3,110	+26%	+$50.2K	﹤0.01%	1602
2024 Q2	$184K	Sell	12,160 -3,460	-22%	-$55.7K	﹤0.01%	1651
2024 Q1	$250K	Buy	15,620 +1,195	+8%	+$20.9K	﹤0.01%	1528
2023 Q4	$262K	Buy	14,425 +1,702	+13%	+$29.4K	﹤0.01%	1461
2023 Q3	$208K	Sell	12,723 -10,005	-44%	-$176K	﹤0.01%	1539
2023 Q2	$442K	Sell	22,728 -5,780	-20%	-$116K	﹤0.01%	1255
2023 Q1	$566K	Buy	+28,508	New	+$580K	0.01%	1097

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

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

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

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

FDCDDQ

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

Orion Portfolio Solutions's TU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Telus (TU) stake by 170% in Q1 2025, buying an estimated $322K and bringing the position to 34,851 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Orion Portfolio Solutions first reported a position in TU in Q1 2023 and has held it in 9 quarters since. The position peaked at $566K in Q1 2023. 295 funds tracked by Wall St. Rank hold TU as of Q1 2025.

Orion Portfolio Solutions held 34,851 shares of Telus worth $500K as of Q1 2025.
Orion Portfolio Solutions bought 21,942 Telus shares in Q1 2025, an estimated $322K.
Telus made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1424 holding.
Orion Portfolio Solutions first reported a position in Telus in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Telus position peaked at $566K in Q1 2023.
295 funds tracked by Wall St. Rank held Telus as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.