Cornerstone Planning Group
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Cornerstone Planning Group’s Telus TU Stock Holding History

Cornerstone Planning Group’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
-369
Closed -$3.77K – 1592
2026
Q2 		$3.77K Buy
+369
New +$4.5K ﹤0.01% 1164
2026
Q1 		– Sell
-27
Closed -$377 – 1913
2025
Q4 		$377 Sell
27
-60
-69% -$845 ﹤0.01% 1571
2025
Q3 		$3.48K Sell
87
-42
-33% -$681 ﹤0.01% 1039
2025
Q2 		$2.04K Buy
129
+56
+77% +$869 ﹤0.01% 942
2025
Q1 		$1.1K Hold
73
– – ﹤0.01% 1110
2024
Q4 		$1.06K Buy
73
+49
+204% +$756 ﹤0.01% 941
2024
Q3 		$384 Buy
+24
New +$388 ﹤0.01% 1138

Other funds holding TU

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Pacifica Partners
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Cornerstone Planning Group's TU Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Telus (TU) in Q3 2026, closing a stake of 369 shares — an estimated $3.77K sold.

Cornerstone Planning Group first reported a position in TU in Q3 2024 and held it in 7 quarters. The position peaked at $3.77K in Q2 2026. 42 funds tracked by Wall St. Rank hold TU as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Telus position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 369 Telus shares in Q3 2026, an estimated $3.77K.
  • Cornerstone Planning Group first reported a position in Telus in Q3 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Telus position peaked at $3.77K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Telus as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.