Capstone Investment Advisors’s Telus TU Stock Holding History

Capstone Investment Advisors’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	$917K	Buy	+86,759	New	+$1.06M	﹤0.01%	985
2026 Q1	–	Sell	-63,725	Closed	-$839K	–	1856
2025 Q4	$839K	Buy	+63,725	New	+$897K	﹤0.01%	940
2025 Q3	–	Sell	-36,527	Closed	-$587K	–	2074
2025 Q2	$587K	Buy	+36,527	New	+$567K	﹤0.01%	1068
2024 Q1	–	Sell	-47,175	Closed	-$839K	–	2551
2023 Q4	$839K	Buy	+47,175	New	+$816K	﹤0.01%	1125
2023 Q3	–	Sell	-39,094	Closed	-$761K	–	2298
2023 Q2	$761K	Buy	+39,094	New	+$787K	﹤0.01%	973

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

Capstone Investment Advisors's TU Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Telus (TU) in Q2 2026: 86,759 shares worth $917K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in TU as recently as Q4 2025.

Capstone Investment Advisors first reported a position in TU in Q2 2023 and has held it in 5 quarters since. 290 funds tracked by Wall St. Rank hold TU as of Q2 2026.

Capstone Investment Advisors held 86,759 shares of Telus worth $917K as of Q2 2026.
Telus was a new Capstone Investment Advisors position in Q2 2026.
Telus made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #985 holding.
Capstone Investment Advisors first reported a position in Telus in Q2 2023 and has held it in 5 quarters since.
290 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.