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Venturi Wealth Management’s Telus TU Stock Holding History

Venturi 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
-24,455
Closed -$314K – 685
2026
Q1 		$314K Sell
24,455
-85
-0.3% -$1.15K 0.01% 450
2025
Q4 		$323K Buy
+24,540
New +$346K 0.01% 448
2025
Q1 		– Sell
-460
Closed -$6.24K – 1732
2024
Q4 		$6.24K Buy
460
+273
+146% +$4.21K ﹤0.01% 1582
2024
Q3 		$3.14K Buy
187
+109
+140% +$1.76K ﹤0.01% 1590
2024
Q2 		$1.18K Buy
+78
New +$1.26K ﹤0.01% 1451

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

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

Venturi Wealth Management sold out of Telus (TU) in Q2 2026, closing a stake of 24,455 shares — an estimated $314K sold.

Venturi Wealth Management first reported a position in TU in Q2 2024 and held it in 5 quarters. The position peaked at $323K in Q4 2025. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Venturi Wealth Management reported no remaining Telus position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 24,455 Telus shares in Q2 2026, an estimated $314K.
  • Venturi Wealth Management first reported a position in Telus in Q2 2024 and held it in 5 quarters.
  • Venturi Wealth Management's Telus position peaked at $323K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.