Cerity Partners
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Cerity Partners’s Telus TU Stock Holding History

Cerity Partners’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 		$219K Buy
20,705
+5,486
+36% +$66.9K ﹤0.01% 3001
2026
Q1 		$195K Sell
15,219
-4,239
-22% -$57.4K ﹤0.01% 2889
2025
Q4 		$256K Sell
19,458
-4,811
-20% -$67.7K ﹤0.01% 2497
2025
Q3 		$383K Sell
24,269
-9,926
-29% -$161K ﹤0.01% 2132
2025
Q2 		$549K Sell
34,195
-15,296
-31% -$237K ﹤0.01% 1806
2025
Q1 		$710K Buy
49,491
+12,300
+33% +$180K ﹤0.01% 1579
2024
Q4 		$521K Sell
37,191
-5,150
-12% -$79.4K ﹤0.01% 1732
2024
Q3 		$710K Buy
42,341
+2,964
+8% +$47.9K ﹤0.01% 1583
2024
Q2 		$596K Sell
39,377
-8,888
-18% -$143K ﹤0.01% 1464
2024
Q1 		$773K Sell
48,265
-4,223
-8% -$73.9K ﹤0.01% 1397
2023
Q4 		$934K Sell
52,488
-2,222
-4% -$38.4K ﹤0.01% 1013
2023
Q3 		$894K Sell
54,710
-7,882
-13% -$139K ﹤0.01% 784
2023
Q2 		$1.22M Buy
62,592
+1,362
+2% +$27.4K ﹤0.01% 865
2023
Q1 		$1.22M Buy
61,230
+1,699
+3% +$34.5K ﹤0.01% 899
2022
Q4 		$1.15M Buy
59,531
+29,127
+96% +$601K 0.01% 664
2022
Q3 		$604K Buy
30,404
+4,419
+17% +$98.7K 0.01% 641
2022
Q2 		$580K Buy
25,985
+3,857
+17% +$95.4K 0.01% 699
2022
Q1 		$577K Buy
+22,128
New +$547K 0.01% 557

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

Cerity Partners's TU Position: Q2 2026 in Review

Cerity Partners increased its Telus (TU) stake by 36% in Q2 2026, buying an estimated $66.9K and bringing the position to 20,705 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Cerity Partners first reported a position in TU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.22M in Q2 2023. 274 funds tracked by Wall St. Rank hold TU as of Q2 2026.

  • Cerity Partners held 20,705 shares of Telus worth $219K as of Q2 2026.
  • Cerity Partners bought 5,486 Telus shares in Q2 2026, an estimated $66.9K.
  • Telus made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3001 holding.
  • Cerity Partners first reported a position in Telus in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's Telus position peaked at $1.22M in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Telus as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.