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Steward Partners Investment Advisory’s Telus TU Stock Holding History

Steward Partners Investment Advisory’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
-420
Closed -$5.53K – 4568
2025
Q4 		$5.53K Sell
420
-164
-28% -$2.31K ﹤0.01% 3666
2025
Q3 		$9.21K Hold
584
– – ﹤0.01% 3438
2025
Q2 		$9.38K Sell
584
-232
-28% -$3.6K ﹤0.01% 3246
2025
Q1 		$11.7K Sell
816
-26
-3% -$381 ﹤0.01% 3020
2024
Q4 		$11.4K Buy
842
+326
+63% +$5.03K ﹤0.01% 3043
2024
Q3 		$8.66K Sell
516
-1,192
-70% -$19.3K ﹤0.01% 3002
2024
Q2 		$25.9K Sell
1,708
-112
-6% -$1.8K ﹤0.01% 2411
2024
Q1 		$29.1K Sell
1,820
-350
-16% -$6.12K ﹤0.01% 2359
2023
Q4 		$38.6K Sell
2,170
-300
-12% -$5.19K ﹤0.01% 2104
2023
Q3 		$40.4K Buy
2,470
+2,050
+488% +$36.1K ﹤0.01% 2005
2023
Q2 		$8.17K Hold
420
– – ﹤0.01% 2635
2023
Q1 		$8.34K Sell
420
-30
-7% -$610 ﹤0.01% 2605
2022
Q4 		$8.69K Buy
450
+30
+7% +$619 ﹤0.01% 2584
2022
Q3 		$8K Hold
420
– – ﹤0.01% 2630
2022
Q2 		$9K Hold
420
– – ﹤0.01% 2574
2022
Q1 		$11K Hold
420
– – ﹤0.01% 2637
2021
Q4 		$10K Hold
420
– – ﹤0.01% 2611
2021
Q3 		$9K Hold
420
– – ﹤0.01% 2644
2021
Q2 		$9K Sell
420
-678
-62% -$14.7K ﹤0.01% 6267
2021
Q1 		$21.9K Buy
1,098
+1,040
+1,793% +$21.6K ﹤0.01% 2430
2020
Q4 		$1K Sell
58
-276
-83% -$5.2K ﹤0.01% 2820
2020
Q3 		$6K Buy
334
+240
+255% +$4.26K ﹤0.01% 2323
2020
Q2 		$2K Sell
94
-276
-75% -$4.59K ﹤0.01% 2496
2020
Q1 		$5K Buy
+370
New +$6.85K ﹤0.01% 2101
2018
Q3 		– Sell
-722
Closed -$13K – 2706
2018
Q2 		$13K Buy
+722
New +$12.8K ﹤0.01% 1656

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Steward Partners Investment Advisory's TU Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Telus (TU) in Q1 2026, closing a stake of 420 shares — an estimated $5.53K sold.

Steward Partners Investment Advisory first reported a position in TU in Q2 2018 and held it in 25 quarters. The position peaked at $40.4K in Q3 2023. 292 funds tracked by Wall St. Rank hold TU as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Telus position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 420 Telus shares in Q1 2026, an estimated $5.53K.
  • Steward Partners Investment Advisory first reported a position in Telus in Q2 2018 and held it in 25 quarters.
  • Steward Partners Investment Advisory's Telus position peaked at $40.4K in Q3 2023.
  • 292 funds tracked by Wall St. Rank held Telus as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.