BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Telus TU Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	–	Sell	-363	Closed	-$3.84K	–	2529
2026 Q2	$3.84K	Sell	363 -57	-14%	-$695	﹤0.01%	1863
2026 Q1	$5.39K	Buy	420 +8	+2%	+$108	﹤0.01%	1821
2025 Q4	$5.42K	Buy	412 +7	+2%	+$99	﹤0.01%	1877
2025 Q3	$6.39K	Buy	405 +7	+2%	+$114	﹤0.01%	1741
2025 Q2	$6.4K	Buy	398 +6	+2%	+$93	﹤0.01%	1693
2025 Q1	$5.62K	Buy	392 +7	+2%	+$103	﹤0.01%	1722
2024 Q4	$5.22K	Buy	385 +6	+2%	+$93	﹤0.01%	1684
2024 Q3	$6.36K	Buy	+379	New	+$6.12K	﹤0.01%	1677

Other funds holding TU

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s TU Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Telus (TU) in Q3 2026, closing a stake of 363 shares — an estimated $3.84K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TU in Q3 2024 and held it in 8 quarters. The position peaked at $6.4K in Q2 2025. 229 funds tracked by Wall St. Rank hold TU as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Telus position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 363 Telus shares in Q3 2026, an estimated $3.84K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Telus in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Telus position peaked at $6.4K in Q2 2025.
229 funds tracked by Wall St. Rank held Telus as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.