Wealth Advisors of Tampa Bay’s Telus TU Stock Holding History

Wealth Advisors of Tampa Bay’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	$1.3M	Sell	123,295 -44,335	-26%	-$541K	0.4%	58
2026 Q1	$2.15M	Buy	167,630 +17,630	+12%	+$239K	0.71%	43
2025 Q4	$1.98M	Sell	150,000 -110,331	-42%	-$1.55M	0.68%	47
2025 Q3	$4.11M	Sell	260,331 -22,490	-8%	-$365K	1.37%	34
2025 Q2	$4.54M	Buy	282,821 +4,287	+2%	+$66.5K	1.71%	20
2025 Q1	$3.99M	Buy	278,534 +20,115	+8%	+$295K	1.62%	25
2024 Q4	$3.5M	Sell	258,419 -3,617	-1%	-$55.8K	1.5%	26
2024 Q3	$4.4M	Buy	262,036 +5,788	+2%	+$93.5K	1.83%	21
2024 Q2	$3.88M	Buy	256,248 +4,619	+2%	+$74.4K	1.81%	21
2024 Q1	$4.03M	Buy	251,629 +32,386	+15%	+$567K	1.91%	19
2023 Q4	$3.9M	Sell	219,243 -234,409	-52%	-$4.05M	1.96%	17
2023 Q3	$7.41M	Buy	453,652 +237,152	+110%	+$4.18M	2.04%	18
2023 Q2	$4.21M	Hold	216,500	–	–	2.31%	11
2023 Q1	$4.3M	Buy	216,500 +3,935	+2%	+$80K	2.46%	11
2022 Q4	$4.1M	Buy	212,565 +8,140	+4%	+$168K	2.54%	12
2022 Q3	$4.06M	Sell	204,425 -190,535	-48%	-$4.25M	2.78%	7
2022 Q2	$8.8M	Buy	394,960 +2,450	+0.6%	+$60.6K	2.72%	7
2022 Q1	$10.3M	Buy	392,510 +1,780	+0.5%	+$44K	2.78%	5
2021 Q4	$9.21M	Buy	390,730 +199,342	+104%	+$4.56M	2.26%	9
2021 Q3	$4.2M	Sell	191,388 -1,752	-0.9%	-$39.5K	2.32%	7
2021 Q2	$4.33M	Sell	193,140 -12	-0%	-$260	2.41%	5
2021 Q1	$3.85M	Buy	193,152 +18,022	+10%	+$374K	2.28%	8
2020 Q4	$3.47M	Buy	175,130 +1,125	+0.6%	+$21.2K	2.42%	9
2020 Q3	$3.06M	Sell	174,005 -160	-0.1%	-$2.84K	2.28%	12
2020 Q2	$2.92M	Buy	174,165 +29,281	+20%	+$487K	2.44%	13
2020 Q1	$2.29M	Buy	144,884 +138	+0.1%	+$2.56K	2.56%	14
2019 Q4	$2.8M	Buy	144,746 +500	+0.3%	+$9.27K	2.58%	15
2019 Q3	$2.57M	Sell	144,246 -234	-0.2%	-$4.26K	2.13%	18
2019 Q2	$2.67M	Buy	144,480 +8,400	+6%	+$155K	1.93%	25
2019 Q1	$2.52M	Buy	+136,080	New	+$2.4M	1.83%	23

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Advisors of Tampa Bay's TU Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its Telus (TU) stake by 26% in Q2 2026, selling an estimated $541K and leaving 123,295 shares worth $1.3M. The position accounts for 0.4% of the portfolio, ranked #58.

Wealth Advisors of Tampa Bay first reported a position in TU in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.3M in Q1 2022. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Wealth Advisors of Tampa Bay held 123,295 shares of Telus worth $1.3M as of Q2 2026.
Wealth Advisors of Tampa Bay sold 44,335 Telus shares in Q2 2026, an estimated $541K.
Telus made up 0.4% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #58 holding.
Wealth Advisors of Tampa Bay first reported a position in Telus in Q1 2019 and has held it in 30 quarters since.
Wealth Advisors of Tampa Bay's Telus position peaked at $10.3M in Q1 2022.
290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.